GoalVest Advisory’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

GoalVest Advisory’s Portfolio XLG Stock Details XLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$320K	Hold	5,230	–	–	0.06%	102
2026 Q1	$285K	Hold	5,230	–	–	0.06%	126
2025 Q4	$310K	Buy	+5,230	New	+$307K	0.06%	124

Other funds holding XLG

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

Lighthouse Financial Services Brea, California $476M AUM

IFC & Insurance Marketing Auburn, California $114M AUM

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

GoalVest Advisory's XLG Position: Q2 2026 in Review

GoalVest Advisory held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 5,230 shares worth $320K. The position accounts for 0.06% of the portfolio, ranked #102.

GoalVest Advisory first reported a position in XLG in Q4 2025 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

GoalVest Advisory held 5,230 shares of Invesco S&P 500 Top 50 ETF worth $320K as of Q2 2026.
GoalVest Advisory left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.06% of GoalVest Advisory's portfolio in Q2 2026, its #102 holding.
GoalVest Advisory first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 3 quarters since.
101 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.