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Hershey Financial Advisers’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Hershey Financial Advisers’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
Q1 		– Sell
-9,845
Closed -$584K – 111
2025
Q4 		$584K Buy
+9,845
New +$579K 0.49% 61
2025
Q3 		– Sell
-23,335
Closed -$1.22M – 101
2025
Q2 		$1.22M Buy
+23,335
New +$1.11M 1.09% 36
2024
Q2 		$1.11M Buy
+24,326
New +$1.04M 1% 27

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hershey Financial Advisers's XLG Position: Q1 2026 in Review

Hershey Financial Advisers sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 9,845 shares — an estimated $584K sold.

Hershey Financial Advisers first reported a position in XLG in Q2 2024 and held it in 3 quarters. The position peaked at $1.22M in Q2 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Hershey Financial Advisers reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
  • Hershey Financial Advisers sold 9,845 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $584K.
  • Hershey Financial Advisers first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and held it in 3 quarters.
  • Hershey Financial Advisers's Invesco S&P 500 Top 50 ETF position peaked at $1.22M in Q2 2025.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.