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Hutchens & Kramer Investment Management Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Hutchens & Kramer Investment Management Group’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 		$3.96M Sell
64,645
-4,245
-6% -$259K 1.06% 28
2026
Q1 		$3.76M Sell
68,890
-164
-0.2% -$9.42K 1.19% 18
2025
Q4 		$4.09M Sell
69,054
-5,231
-7% -$307K 1.41% 15
2025
Q3 		$4.27M Buy
74,285
+5,987
+9% +$327K 1.68% 14
2025
Q2 		$3.54M Buy
68,298
+988
+1% +$47K 1.62% 14
2025
Q1 		$3.1M Buy
67,310
+596
+0.9% +$29.4K 1.71% 12
2024
Q4 		$3.33M Sell
66,714
-2,560
-4% -$126K 1.81% 12
2024
Q3 		$3.25M Sell
69,274
-2,273
-3% -$104K 1.8% 13
2024
Q2 		$3.3M Sell
71,547
-742
-1% -$31.8K 1.82% 10
2024
Q1 		$3.05M Sell
72,289
-1,628
-2% -$65.5K 1.8% 10
2023
Q4 		$2.79M Sell
73,917
-1,599
-2% -$57.1K 1.97% 10
2023
Q3 		$2.58M Sell
75,516
-3,414
-4% -$120K 2.05% 10
2023
Q2 		$2.76M Sell
78,930
-4,080
-5% -$133K 2.21% 9
2023
Q1 		$2.58M Sell
83,010
-20,400
-20% -$598K 2.23% 10
2022
Q4 		$2.85M Sell
103,410
-1,390
-1% -$39.2K 2.09% 11
2022
Q3 		$2.88M Sell
104,800
-24,410
-19% -$736K 2.35% 10
2022
Q2 		$3.73M Sell
129,210
-19,500
-13% -$608K 2.75% 6
2022
Q1 		$5.23M Hold
148,710
– – 2.9% 8
2021
Q4 		$5.17M Buy
+148,710
New +$5.3M 3.27% 7

Other funds holding XLG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's XLG Position: Q2 2026 in Review

Hutchens & Kramer Investment Management Group reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 6.2% in Q2 2026, selling an estimated $259K and leaving 64,645 shares worth $3.96M. The position accounts for 1.06% of the portfolio, ranked #28.

Hutchens & Kramer Investment Management Group first reported a position in XLG in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.23M in Q1 2022. 231 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Hutchens & Kramer Investment Management Group held 64,645 shares of Invesco S&P 500 Top 50 ETF worth $3.96M as of Q2 2026.
  • Hutchens & Kramer Investment Management Group sold 4,245 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $259K.
  • Invesco S&P 500 Top 50 ETF made up 1.06% of Hutchens & Kramer Investment Management Group's portfolio in Q2 2026, its #28 holding.
  • Hutchens & Kramer Investment Management Group first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and has held it in 19 quarters since.
  • Hutchens & Kramer Investment Management Group's Invesco S&P 500 Top 50 ETF position peaked at $5.23M in Q1 2022.
  • 231 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.