HBW Advisory Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

HBW Advisory 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	$5.92M	Buy	93,013 +1,283	+1%	+$79.8K	0.59%	36
2026 Q2	$5.62M	Buy	91,730 +8,697	+10%	+$531K	0.51%	40
2026 Q1	$4.53M	Sell	83,033 -3,103	-4%	-$178K	0.48%	45
2025 Q4	$5.11M	Buy	86,136 +2,253	+3%	+$132K	0.55%	38
2025 Q3	$4.82M	Buy	83,883 +2,746	+3%	+$150K	0.54%	34
2025 Q2	$4.23M	Buy	81,137 +16,106	+25%	+$766K	0.52%	36
2025 Q1	$2.99M	Sell	65,031 -8,930	-12%	-$441K	0.43%	63
2024 Q4	$3.7M	Buy	73,961 +6,278	+9%	+$309K	0.38%	40
2024 Q3	$3.22M	Buy	67,683 +38,310	+130%	+$1.76M	0.47%	54
2024 Q2	$1.34M	Buy	+29,373	New	+$1.26M	0.22%	114
2022 Q1	–	Sell	-8,390	Closed	-$310K	–	279
2021 Q4	$310K	Buy	8,390 +2,140	+34%	+$76.3K	0.07%	205
2021 Q3	$206K	Buy	+6,250	New	+$212K	0.05%	238
2021 Q2	–	Sell	-8,350	Closed	-$248K	–	282
2021 Q1	$248K	Sell	8,350 -710	-8%	-$20.7K	0.07%	209
2020 Q4	$258K	Buy	+9,060	New	+$247K	0.08%	182

Other funds holding XLG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

HBW Advisory Services's XLG Position: Q3 2026 in Review

HBW Advisory Services increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.4% in Q3 2026, buying an estimated $79.8K and bringing the position to 93,013 shares worth $5.92M. The position accounts for 0.59% of the portfolio, ranked #36.

HBW Advisory Services first reported a position in XLG in Q4 2020 and has held it in 14 quarters since. 71 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

HBW Advisory Services held 93,013 shares of Invesco S&P 500 Top 50 ETF worth $5.92M as of Q3 2026.
HBW Advisory Services bought 1,283 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $79.8K.
Invesco S&P 500 Top 50 ETF made up 0.59% of HBW Advisory Services's portfolio in Q3 2026, its #36 holding.
HBW Advisory Services first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2020 and has held it in 14 quarters since.
71 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.