High Point Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

High Point Wealth Management’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	$130K	Buy	2,045 +3	+0.1%	+$187	0.1%	102
2026 Q2	$125K	Buy	2,042 +4	+0.2%	+$244	0.1%	99
2026 Q1	$111K	Buy	2,038 +3	+0.1%	+$172	0.11%	102
2025 Q4	$121K	Buy	+2,035	New	+$120K	0.11%	104

Other funds holding XLG

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.17B AUM 14.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

High Point Wealth Management's XLG Position: Q3 2026 in Review

High Point Wealth Management increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.15% in Q3 2026, buying an estimated $187 and bringing the position to 2,045 shares worth $130K. The position accounts for 0.1% of the portfolio, ranked #102.

High Point Wealth Management first reported a position in XLG in Q4 2025 and has held it in 4 quarters since. 524 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

High Point Wealth Management held 2,045 shares of Invesco S&P 500 Top 50 ETF worth $130K as of Q3 2026.
High Point Wealth Management bought 3 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $187.
Invesco S&P 500 Top 50 ETF made up 0.1% of High Point Wealth Management's portfolio in Q3 2026, its #102 holding.
High Point Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 4 quarters since.
524 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.