Hantz Financial Services
XLG icon

Hantz Financial Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Hantz Financial Services’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 		– Sell
-103
Closed -$6K – 2669
2026
Q2 		$6K Buy
+103
New +$6.29K ﹤0.01% 2188
2026
Q1 		– Sell
-15
Closed -$1K – 2627
2025
Q4 		$1K Buy
+15
New +$882 ﹤0.01% 2373
2024
Q2 		– Sell
-140
Closed -$6K – 1289
2024
Q1 		$6K Buy
+140
New +$5.63K ﹤0.01% 917

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

Hantz Financial Services's XLG Position: Q3 2026 in Review

Hantz Financial Services sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2026, closing a stake of 103 shares — an estimated $6K sold.

Hantz Financial Services first reported a position in XLG in Q1 2024 and held it in 3 quarters. The position peaked at $6K in Q2 2026. 524 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • Hantz Financial Services reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2026 after selling out during the quarter.
  • Hantz Financial Services sold 103 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $6K.
  • Hantz Financial Services first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and held it in 3 quarters.
  • Hantz Financial Services's Invesco S&P 500 Top 50 ETF position peaked at $6K in Q2 2026.
  • 524 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Hantz Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.