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

Horizon 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	$1.24M	Buy	20,268 +39	+0.2%	+$2.38K	0.16%	59
2026 Q1	$1.1M	Buy	20,229 +1,197	+6%	+$68.8K	0.16%	59
2025 Q4	$1.13M	Buy	19,032 +180	+1%	+$10.6K	0.18%	48
2025 Q3	$1.08M	Sell	18,852 -203	-1%	-$11.1K	0.16%	47
2025 Q2	$993K	Buy	19,055 +1,554	+9%	+$73.9K	0.17%	38
2025 Q1	$805K	Sell	17,501 -9	-0.1%	-$444	0.14%	37
2024 Q4	$875K	Buy	17,510 +12	+0.1%	+$591	0.15%	35
2024 Q3	$832K	Sell	17,498 -15	-0.1%	-$689	0.17%	37
2024 Q2	$801K	Buy	17,513 +358	+2%	+$15.4K	0.19%	30
2024 Q1	$723K	Buy	17,155 +198	+1%	+$7.96K	0.19%	32
2023 Q4	$640K	Buy	+16,957	New	+$605K	0.18%	34

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 Wealth Management's XLG Position: Q2 2026 in Review

Horizon Wealth Management increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.19% in Q2 2026, buying an estimated $2.38K and bringing the position to 20,268 shares worth $1.24M. The position accounts for 0.16% of the portfolio, ranked #59.

Horizon Wealth Management first reported a position in XLG in Q4 2023 and has held it in 11 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Horizon Wealth Management held 20,268 shares of Invesco S&P 500 Top 50 ETF worth $1.24M as of Q2 2026.
Horizon Wealth Management bought 39 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $2.38K.
Invesco S&P 500 Top 50 ETF made up 0.16% of Horizon Wealth Management's portfolio in Q2 2026, its #59 holding.
Horizon Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 11 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.