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 Q1	$296K	Buy	+5,420	New	+$311K	0.1%	80

Other funds holding XLG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goepper Burkhardt's XLG Position: Q1 2026 in Review

Goepper Burkhardt opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026: 5,420 shares worth $296K. The stake represents 0.1% of the portfolio and ranks #80 among its holdings.

559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Goepper Burkhardt held 5,420 shares of Invesco S&P 500 Top 50 ETF worth $296K as of Q1 2026.
Invesco S&P 500 Top 50 ETF was a new Goepper Burkhardt position in Q1 2026.
Invesco S&P 500 Top 50 ETF made up 0.1% of Goepper Burkhardt's portfolio in Q1 2026, its #80 holding.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.