Green Ridge Wealth Planning’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Green Ridge Wealth Planning’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	$14M	Buy	228,719 +6,514	+3%	+$398K	5.89%	4
2026 Q1	$12.1M	Buy	222,205 +6,581	+3%	+$378K	6.38%	3
2025 Q4	$12.8M	Buy	+215,624	New	+$12.7M	6.54%	4

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

Green Ridge Wealth Planning's XLG Position: Q2 2026 in Review

Green Ridge Wealth Planning increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.9% in Q2 2026, buying an estimated $398K and bringing the position to 228,719 shares worth $14M. The position accounts for 5.89% of the portfolio, ranked #4.

Green Ridge Wealth Planning first reported a position in XLG in Q4 2025 and has held it in 3 quarters since. 581 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Green Ridge Wealth Planning held 228,719 shares of Invesco S&P 500 Top 50 ETF worth $14M as of Q2 2026.
Green Ridge Wealth Planning bought 6,514 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $398K.
Invesco S&P 500 Top 50 ETF made up 5.89% of Green Ridge Wealth Planning's portfolio in Q2 2026, its #4 holding.
Green Ridge Wealth Planning first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 3 quarters since.
581 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q2 2026, filed 8 Jul 2026.