Halbert Hargrove Global Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Halbert Hargrove Global Advisors’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	$31.8K	Hold	520	–	–	﹤0.01%	241
2026 Q1	$28.4K	Hold	520	–	–	﹤0.01%	225
2025 Q4	$30.8K	Hold	520	–	–	﹤0.01%	225
2025 Q3	$29.9K	Hold	520	–	–	﹤0.01%	216
2025 Q2	$27.1K	Hold	520	–	–	﹤0.01%	175
2025 Q1	$23.9K	Hold	520	–	–	﹤0.01%	182
2024 Q4	$26K	Buy	+520	New	+$25.6K	﹤0.01%	183

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

Halbert Hargrove Global Advisors's XLG Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 520 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Halbert Hargrove Global Advisors first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Halbert Hargrove Global Advisors held 520 shares of Invesco S&P 500 Top 50 ETF worth $31.8K as of Q2 2026.
Halbert Hargrove Global Advisors left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #241 holding.
Halbert Hargrove Global Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.