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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

High Point Wealth Management's XLG Position: Q2 2026 in Review

High Point Wealth Management increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.2% in Q2 2026, buying an estimated $244 and bringing the position to 2,042 shares worth $125K. The position accounts for 0.1% of the portfolio, ranked #99.

High Point Wealth Management first reported a position in XLG in Q4 2025 and has held it in 3 quarters since. 371 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

High Point Wealth Management held 2,042 shares of Invesco S&P 500 Top 50 ETF worth $125K as of Q2 2026.
High Point Wealth Management bought 4 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $244.
Invesco S&P 500 Top 50 ETF made up 0.1% of High Point Wealth Management's portfolio in Q2 2026, its #99 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 3 quarters since.
371 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.