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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
Q3 		$14M Sell
220,635
-8,084
-4% -$503K 5.63% 5
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Green Ridge Wealth Planning's XLG Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.5% in Q3 2026, selling an estimated $503K and leaving 220,635 shares worth $14M. The position accounts for 5.63% of the portfolio, ranked #5.

Green Ridge Wealth Planning first reported a position in XLG in Q4 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • Green Ridge Wealth Planning held 220,635 shares of Invesco S&P 500 Top 50 ETF worth $14M as of Q3 2026.
  • Green Ridge Wealth Planning sold 8,084 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $503K.
  • Invesco S&P 500 Top 50 ETF made up 5.63% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #5 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 4 quarters since.
  • 20 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.