Goepper Burkhardt’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Goepper Burkhardt’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	$332K	Hold	5,420	–	–	0.1%	77
2026 Q1	$296K	Buy	+5,420	New	+$311K	0.1%	80

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goepper Burkhardt's XLG Position: Q2 2026 in Review

Goepper Burkhardt held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 5,420 shares worth $332K. The position accounts for 0.1% of the portfolio, ranked #77.

Goepper Burkhardt first reported a position in XLG in Q1 2026 and has held it in 2 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Goepper Burkhardt held 5,420 shares of Invesco S&P 500 Top 50 ETF worth $332K as of Q2 2026.
Goepper Burkhardt left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.1% of Goepper Burkhardt's portfolio in Q2 2026, its #77 holding.
Goepper Burkhardt first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2026 and has held it in 2 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.