Insight Advisors
XLG icon

Insight Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Insight Advisors’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
Q3 		$830K Buy
13,054
+1,425
+12% +$88.6K 0.15% 92
2026
Q2 		$712K Buy
11,629
+281
+2% +$17.2K 0.13% 102
2026
Q1 		$619K Buy
11,348
+398
+4% +$22.9K 0.12% 120
2025
Q4 		$649K Buy
10,950
+251
+2% +$14.8K 0.1% 129
2025
Q3 		$616K Buy
10,699
+1,039
+11% +$56.8K 0.09% 137
2025
Q2 		$503K Buy
9,660
+612
+7% +$29.1K 0.08% 155
2025
Q1 		$416K Buy
9,048
+1,059
+13% +$52.3K 0.07% 173
2024
Q4 		$402K Buy
7,989
+717
+10% +$35.3K 0.07% 183
2024
Q3 		$346K Sell
7,272
-274
-4% -$12.6K 0.06% 207
2024
Q2 		$345K Buy
+7,546
New +$324K 0.06% 208

Other funds holding XLG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Quattro Financial Advisors
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
Polaris Financial Partners
Polaris Financial Partners Westerville, Ohio $223M AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Segment Wealth Management
Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return
Cyr Financial
Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

Insight Advisors's XLG Position: Q3 2026 in Review

Insight Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 12% in Q3 2026, buying an estimated $88.6K and bringing the position to 13,054 shares worth $830K. The position accounts for 0.15% of the portfolio, ranked #92.

Insight Advisors first reported a position in XLG in Q2 2024 and has held it in 10 quarters since. 245 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • Insight Advisors held 13,054 shares of Invesco S&P 500 Top 50 ETF worth $830K as of Q3 2026.
  • Insight Advisors bought 1,425 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $88.6K.
  • Invesco S&P 500 Top 50 ETF made up 0.15% of Insight Advisors's portfolio in Q3 2026, its #92 holding.
  • Insight Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 10 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.