GDP
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Great Diamond Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Great Diamond Partners’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 		$792K Buy
12,927
+230
+2% +$14K 0.14% 139
2026
Q1 		$693K Sell
12,697
-5,502
-30% -$316K 0.13% 137
2025
Q4 		$1.08M Buy
18,199
+175
+1% +$10.3K 0.21% 107
2025
Q3 		$1.04M Buy
18,024
+49
+0.3% +$2.68K 0.2% 111
2025
Q2 		$936K Buy
17,975
+257
+1% +$12.2K 0.2% 113
2025
Q1 		$815K Buy
17,718
+912
+5% +$45K 0.22% 94
2024
Q4 		$840K Buy
16,806
+719
+4% +$35.4K 0.22% 92
2024
Q3 		$765K Sell
16,087
-153
-0.9% -$7.03K 0.19% 96
2024
Q2 		$743K Sell
16,240
-272
-2% -$11.7K 0.17% 107
2024
Q1 		$696K Buy
+16,512
New +$664K 0.16% 115
2021
Q4 		– Sell
-17,020
Closed -$561K – 221
2021
Q3 		$561K Hold
17,020
– – 0.15% 111
2021
Q2 		$553K Sell
17,020
-300
-2% -$9.41K 0.16% 114
2021
Q1 		$513K Sell
17,320
-50,970
-75% -$1.48M 0.16% 115
2020
Q4 		$1.95M Sell
68,290
-370,160
-84% -$10.1M 0.62% 46
2020
Q3 		$11.5M Buy
438,450
+254,640
+139% +$6.58M 4.21% 4
2020
Q2 		$4.37M Sell
183,810
-2,820
-2% -$63K 1.81% 9
2020
Q1 		$3.65M Buy
+186,630
New +$4.2M 1.88% 8

Other funds holding XLG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $238M AUM
LFS
Lighthouse Financial Services Brea, California $476M AUM
IIM
IFC & Insurance Marketing Auburn, California $114M AUM
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Great Diamond Partners's XLG Position: Q2 2026 in Review

Great Diamond Partners increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.8% in Q2 2026, buying an estimated $14K and bringing the position to 12,927 shares worth $792K. The position accounts for 0.14% of the portfolio, ranked #139.

Great Diamond Partners first reported a position in XLG in Q1 2020 and has held it in 17 quarters since. The position peaked at $11.5M in Q3 2020. 101 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Great Diamond Partners held 12,927 shares of Invesco S&P 500 Top 50 ETF worth $792K as of Q2 2026.
  • Great Diamond Partners bought 230 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $14K.
  • Invesco S&P 500 Top 50 ETF made up 0.14% of Great Diamond Partners's portfolio in Q2 2026, its #139 holding.
  • Great Diamond Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2020 and has held it in 17 quarters since.
  • Great Diamond Partners's Invesco S&P 500 Top 50 ETF position peaked at $11.5M in Q3 2020.
  • 101 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.