Goodman Advisory Group
XLG icon

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

Goodman Advisory Group’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
Q3 		$17.6K Buy
+277
New +$17.2K ﹤0.01% 129
2026
Q2 		– Sell
-1,344
Closed -$73.3K – 181
2026
Q1 		$73.3K Buy
1,344
+1,188
+762% +$68.2K 0.02% 106
2025
Q4 		$9.25K Buy
+156
New +$9.17K ﹤0.01% 144

Other funds holding XLG

Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Principle Wealth Partners
Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.17B AUM 14.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Means Investment Company
Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Goodman Advisory Group's XLG Position: Q3 2026 in Review

Goodman Advisory Group opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q3 2026: 277 shares worth $17.6K. The stake represents ﹤0.01% of the portfolio and ranks #129 among its holdings. This is a return to the name: Goodman Advisory Group previously reported a position in XLG as recently as Q1 2026.

Goodman Advisory Group first reported a position in XLG in Q4 2025 and has held it in 3 quarters since. The position peaked at $73.3K in Q1 2026. 524 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • Goodman Advisory Group held 277 shares of Invesco S&P 500 Top 50 ETF worth $17.6K as of Q3 2026.
  • Invesco S&P 500 Top 50 ETF was a new Goodman Advisory Group position in Q3 2026.
  • Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Goodman Advisory Group's portfolio in Q3 2026, its #129 holding.
  • Goodman Advisory Group first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 3 quarters since.
  • Goodman Advisory Group's Invesco S&P 500 Top 50 ETF position peaked at $73.3K in Q1 2026.
  • 524 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Goodman Advisory Group's 13F filing for Q3 2026, filed 2 Nov 2026.