Leslie Global Wealth’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Leslie Global Wealth’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	$581K	Sell	9,481 -446	-4%	-$27.2K	0.23%	42
2026 Q1	$542K	Sell	9,927 -5,774	-37%	-$332K	0.29%	37
2025 Q4	$931K	Buy	15,701 +4,692	+43%	+$276K	0.42%	24
2025 Q3	$633K	Sell	11,009 -5,752	-34%	-$315K	0.3%	35
2025 Q2	$873K	Buy	16,761 +5,651	+51%	+$269K	0.47%	27
2025 Q1	$511K	Sell	11,110 -647	-6%	-$31.9K	0.25%	39
2024 Q4	$587K	Sell	11,757 -2,955	-20%	-$145K	0.27%	38
2024 Q3	$699K	Buy	14,712 +3,936	+37%	+$181K	0.34%	34
2024 Q2	$493K	Buy	+10,776	New	+$463K	0.29%	35

Other funds holding XLG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

LFS

Lighthouse Financial Services Brea, California $476M AUM

Vision Retirement Ridgewood, New Jersey $414M AUM

Leslie Global Wealth's XLG Position: Q2 2026 in Review

Leslie Global Wealth reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 4.5% in Q2 2026, selling an estimated $27.2K and leaving 9,481 shares worth $581K. The position accounts for 0.23% of the portfolio, ranked #42.

Leslie Global Wealth first reported a position in XLG in Q2 2024 and has held it in 9 quarters since. The position peaked at $931K in Q4 2025. 163 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Leslie Global Wealth held 9,481 shares of Invesco S&P 500 Top 50 ETF worth $581K as of Q2 2026.
Leslie Global Wealth sold 446 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $27.2K.
Invesco S&P 500 Top 50 ETF made up 0.23% of Leslie Global Wealth's portfolio in Q2 2026, its #42 holding.
Leslie Global Wealth first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 9 quarters since.
Leslie Global Wealth's Invesco S&P 500 Top 50 ETF position peaked at $931K in Q4 2025.
163 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Leslie Global Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.