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

Larson 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	$161K	Sell	2,631 -574	-18%	-$35K	﹤0.01%	940
2026 Q1	$175K	Buy	3,205 +5	+0.2%	+$287	0.01%	764
2025 Q4	$190K	Sell	3,200 -361	-10%	-$21.2K	0.01%	709
2025 Q3	$205K	Buy	3,561 +916	+35%	+$50.1K	0.01%	687
2025 Q2	$138K	Buy	+2,645	New	+$126K	0.01%	749
2024 Q4	–	Sell	-310	Closed	-$14.7K	–	2929
2024 Q3	$14.7K	Buy	+310	New	+$14.2K	﹤0.01%	1326

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

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

Larson Financial Group reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 18% in Q2 2026, selling an estimated $35K and leaving 2,631 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Larson Financial Group first reported a position in XLG in Q3 2024 and has held it in 6 quarters since. The position peaked at $205K in Q3 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Larson Financial Group held 2,631 shares of Invesco S&P 500 Top 50 ETF worth $161K as of Q2 2026.
Larson Financial Group sold 574 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $35K.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #940 holding.
Larson Financial Group first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and has held it in 6 quarters since.
Larson Financial Group's Invesco S&P 500 Top 50 ETF position peaked at $205K in Q3 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.