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

JNBA Financial 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
Q2 		$76.5K Hold
1,250
– – 0.01% 272
2026
Q1 		$68.2K Hold
1,250
– – 0.01% 267
2025
Q4 		$74.1K Hold
1,250
– – 0.01% 271
2025
Q3 		$71.9K Hold
1,250
– – 0.01% 265
2025
Q2 		$65.1K Buy
+1,250
New +$59.5K 0.01% 269

Other funds holding XLG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

JNBA Financial Advisors's XLG Position: Q2 2026 in Review

JNBA Financial Advisors held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 1,250 shares worth $76.5K. The position accounts for 0.01% of the portfolio, ranked #272.

JNBA Financial Advisors first reported a position in XLG in Q2 2025 and has held it in 5 quarters since. 324 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • JNBA Financial Advisors held 1,250 shares of Invesco S&P 500 Top 50 ETF worth $76.5K as of Q2 2026.
  • JNBA Financial Advisors left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Top 50 ETF made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #272 holding.
  • JNBA Financial Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and has held it in 5 quarters since.
  • 324 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.