Harbour Investments’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Harbour Investments’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	$588K	Sell	9,605 -7,379	-43%	-$450K	0.01%	1050
2026 Q1	$926K	Sell	16,984 -19,362	-53%	-$1.11M	0.01%	797
2025 Q4	$2.15M	Buy	36,346 +2,035	+6%	+$120K	0.04%	374
2025 Q3	$1.97M	Buy	34,311 +14,757	+75%	+$807K	0.04%	355
2025 Q2	$1.02M	Buy	19,554 +6,354	+48%	+$302K	0.03%	525
2025 Q1	$607K	Buy	13,200 +10,139	+331%	+$500K	0.02%	645
2024 Q4	$153K	Sell	3,061 -95	-3%	-$4.68K	﹤0.01%	1161
2024 Q3	$150K	Buy	3,156 +1,104	+54%	+$50.7K	﹤0.01%	1141
2024 Q2	$93.9K	Hold	2,052	–	–	﹤0.01%	1274
2024 Q1	$86.4K	Hold	2,052	–	–	﹤0.01%	1279
2023 Q4	$77.4K	Buy	2,052 +1,201	+141%	+$42.9K	﹤0.01%	1246
2023 Q3	$28.9K	Buy	851 +1	+0.1%	+$35	﹤0.01%	1589
2023 Q2	$29.8K	Hold	850	–	–	﹤0.01%	1596
2023 Q1	$26.4K	Sell	850 -1,680	-66%	-$49.3K	﹤0.01%	1622
2022 Q4	$69.8K	Sell	2,530 -760	-23%	-$21.4K	﹤0.01%	1167
2022 Q3	$94K	Hold	3,290	–	–	0.01%	993
2022 Q2	$94K	Buy	+3,290	New	+$103K	0.01%	993
2021 Q4	$2.28M	Sell	61,850 -7,800	-11%	-$278K	0.14%	161
2021 Q3	$2.3M	Sell	69,650 -1,370	-2%	-$46.4K	0.07%	245
2021 Q2	$2.31M	Buy	71,020 +350	+0.5%	+$11K	0.07%	250
2021 Q1	$2.1M	Buy	+70,670	New	+$2.06M	0.08%	242

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

Harbour Investments's XLG Position: Q2 2026 in Review

Harbour Investments reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 43% in Q2 2026, selling an estimated $450K and leaving 9,605 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #1050.

Harbour Investments first reported a position in XLG in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.31M in Q2 2021. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Harbour Investments held 9,605 shares of Invesco S&P 500 Top 50 ETF worth $588K as of Q2 2026.
Harbour Investments sold 7,379 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $450K.
Invesco S&P 500 Top 50 ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1050 holding.
Harbour Investments first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2021 and has held it in 21 quarters since.
Harbour Investments's Invesco S&P 500 Top 50 ETF position peaked at $2.31M in Q2 2021.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.