Horizon Investments’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Horizon Investments’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	$60.3K	Buy	985 +815	+479%	+$49.8K	﹤0.01%	1141
2026 Q1	$9.27K	Buy	170 +113	+198%	+$6.49K	﹤0.01%	1205
2025 Q4	$3.38K	Sell	57 -355	-86%	-$20.9K	﹤0.01%	1194
2025 Q3	$23.7K	Sell	412 -9	-2%	-$492	﹤0.01%	1021
2025 Q2	$21.9K	Buy	421 +18	+4%	+$856	﹤0.01%	981
2025 Q1	$18.5K	Buy	403 +365	+961%	+$18K	﹤0.01%	666
2024 Q4	$1.9K	Buy	+38	New	+$1.87K	﹤0.01%	732

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

Horizon Investments's XLG Position: Q2 2026 in Review

Horizon Investments increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 479% in Q2 2026, buying an estimated $49.8K and bringing the position to 985 shares worth $60.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Horizon Investments first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Horizon Investments held 985 shares of Invesco S&P 500 Top 50 ETF worth $60.3K as of Q2 2026.
Horizon Investments bought 815 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $49.8K.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1141 holding.
Horizon Investments first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.