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

Latitude 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	$679K	Sell	11,093 -1,092	-9%	-$66.7K	0.27%	91
2026 Q1	$665K	Buy	12,185 +4,199	+53%	+$241K	0.3%	84
2025 Q4	$473K	Buy	+7,986	New	+$469K	0.21%	111

Other funds holding XLG

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Latitude Advisors's XLG Position: Q2 2026 in Review

Latitude Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 9% in Q2 2026, selling an estimated $66.7K and leaving 11,093 shares worth $679K. The position accounts for 0.27% of the portfolio, ranked #91.

Latitude Advisors first reported a position in XLG in Q4 2025 and has held it in 3 quarters since. 261 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Latitude Advisors held 11,093 shares of Invesco S&P 500 Top 50 ETF worth $679K as of Q2 2026.
Latitude Advisors sold 1,092 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $66.7K.
Invesco S&P 500 Top 50 ETF made up 0.27% of Latitude Advisors's portfolio in Q2 2026, its #91 holding.
Latitude Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 3 quarters since.
261 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.