IFG
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Independent Financial Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Independent Financial 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 		$3.6M Buy
58,809
+3,589
+6% +$219K 0.07% 296
2026
Q1 		$3.01M Sell
55,220
-2,210
-4% -$127K 0.07% 298
2025
Q4 		$3.4M Buy
57,430
+945
+2% +$55.5K 0.08% 244
2025
Q3 		$3.25M Sell
56,485
-1,605
-3% -$87.8K 0.08% 242
2025
Q2 		$3.03M Buy
58,090
+17,541
+43% +$834K 0.08% 240
2025
Q1 		$1.87M Buy
40,549
+17,500
+76% +$864K 0.06% 302
2024
Q4 		$1.15M Buy
23,049
+1,505
+7% +$74.1K 0.04% 442
2024
Q3 		$1.02M Sell
21,544
-4,077
-16% -$187K 0.04% 441
2024
Q2 		$1.17M Buy
25,621
+11,073
+76% +$475K 0.05% 362
2024
Q1 		$613K Buy
14,548
+478
+3% +$19.2K 0.03% 517
2023
Q4 		$531K Buy
14,070
+3,191
+29% +$114K 0.03% 536
2023
Q3 		$369K Sell
10,879
-101
-0.9% -$3.55K 0.02% 582
2023
Q2 		$384K Buy
10,980
+1,840
+20% +$60K 0.03% 550
2023
Q1 		$284K Buy
9,140
+10
+0.1% +$293 0.02% 629
2022
Q4 		$252K Hold
9,130
– – 0.02% 623
2022
Q3 		$246K Buy
9,130
+850
+10% +$25.6K 0.02% 601
2022
Q2 		$237K Buy
8,280
+1,210
+17% +$37.7K 0.03% 583
2022
Q1 		$249K Sell
7,070
-13,660
-66% -$470K 0.02% 674
2021
Q4 		$765K Buy
20,730
+6,880
+50% +$245K 0.06% 321
2021
Q3 		$457K Sell
13,850
-460
-3% -$15.6K 0.05% 388
2021
Q2 		$466K Buy
14,310
+60
+0.4% +$1.88K 0.05% 389
2021
Q1 		$423K Buy
14,250
+2,430
+21% +$70.8K 0.05% 372
2020
Q4 		$337K Buy
+11,820
New +$322K 0.05% 398
2020
Q3 		– Sell
-25,050
Closed -$596K – 543
2020
Q2 		$596K Buy
+25,050
New +$560K 0.13% 185

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Financial Group's XLG Position: Q2 2026 in Review

Independent Financial Group increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 6.5% in Q2 2026, buying an estimated $219K and bringing the position to 58,809 shares worth $3.6M. The position accounts for 0.07% of the portfolio, ranked #296.

Independent Financial Group first reported a position in XLG in Q2 2020 and has held it in 24 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Independent Financial Group held 58,809 shares of Invesco S&P 500 Top 50 ETF worth $3.6M as of Q2 2026.
  • Independent Financial Group bought 3,589 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $219K.
  • Invesco S&P 500 Top 50 ETF made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #296 holding.
  • Independent Financial Group first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2020 and has held it in 24 quarters since.
  • 582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.