Hazlett, Burt & Watson’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Hazlett, Burt & Watson’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	$223K	Hold	3,630	–	–	0.06%	252
2026 Q1	$197K	Hold	3,630	–	–	0.06%	252
2025 Q4	$216K	Hold	3,630	–	–	0.07%	243
2025 Q3	$211K	Buy	3,630 +375	+12%	+$20.5K	0.07%	222
2025 Q2	$168K	Sell	3,255 -1,001	-24%	-$47.6K	0.07%	223
2025 Q1	$198K	Buy	4,256 +1,555	+58%	+$76.7K	0.09%	195
2024 Q4	$135K	Hold	2,701	–	–	0.06%	248
2024 Q3	$129K	Buy	2,701 +75	+3%	+$3.45K	0.06%	251
2024 Q2	$121K	Buy	2,626 +700	+36%	+$30K	0.06%	249
2024 Q1	$81K	Buy	1,926 +1,550	+412%	+$62.3K	0.05%	267
2023 Q4	$14K	Buy	+376	New	+$13.4K	0.01%	463

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

Hazlett, Burt & Watson's XLG Position: Q2 2026 in Review

Hazlett, Burt & Watson held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 3,630 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #252.

Hazlett, Burt & Watson first reported a position in XLG in Q4 2023 and has held it in 11 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Hazlett, Burt & Watson held 3,630 shares of Invesco S&P 500 Top 50 ETF worth $223K as of Q2 2026.
Hazlett, Burt & Watson left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.06% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #252 holding.
Hazlett, Burt & Watson first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 11 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.