Harbor Asset Planning’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Harbor Asset 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	$37.2K	Buy	608 +2	+0.3%	+$122	0.03%	249
2026 Q1	$33.1K	Buy	606 +1	+0.2%	+$57	0.03%	248
2025 Q4	$35.9K	Buy	605 +1	+0.2%	+$59	0.03%	231
2025 Q3	$34.8K	Buy	604 +1	+0.2%	+$55	0.03%	225
2025 Q2	$31.4K	Buy	+603	New	+$28.7K	0.03%	227

Other funds holding XLG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

LFS

Lighthouse Financial Services Brea, California $476M AUM

Harbor Asset Planning's XLG Position: Q2 2026 in Review

Harbor Asset Planning increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.33% in Q2 2026, buying an estimated $122 and bringing the position to 608 shares worth $37.2K. The position accounts for 0.03% of the portfolio, ranked #249.

Harbor Asset Planning first reported a position in XLG in Q2 2025 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Harbor Asset Planning held 608 shares of Invesco S&P 500 Top 50 ETF worth $37.2K as of Q2 2026.
Harbor Asset Planning bought 2 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $122.
Invesco S&P 500 Top 50 ETF made up 0.03% of Harbor Asset Planning's portfolio in Q2 2026, its #249 holding.
Harbor Asset Planning first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and has held it in 5 quarters since.
185 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.