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

LGT 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	$41.5K	Sell	678 -95	-12%	-$5.8K	0.22%	72
2026 Q1	$42.2K	Hold	773	–	–	0.22%	71
2025 Q4	$45.8K	Sell	773 -5	-0.6%	-$294	0.28%	64
2025 Q3	$44.8K	Sell	778 -13	-2%	-$711	0.1%	131
2025 Q2	$41.2K	Buy	791 +564	+248%	+$26.8K	0.1%	109
2025 Q1	$10.5K	Buy	+227	New	+$11.2K	0.03%	173

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

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

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

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

LGT Financial Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 12% in Q2 2026, selling an estimated $5.8K and leaving 678 shares worth $41.5K. The position accounts for 0.22% of the portfolio, ranked #72.

LGT Financial Advisors first reported a position in XLG in Q1 2025 and has held it in 6 quarters since. The position peaked at $45.8K in Q4 2025. 286 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

LGT Financial Advisors held 678 shares of Invesco S&P 500 Top 50 ETF worth $41.5K as of Q2 2026.
LGT Financial Advisors sold 95 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $5.8K.
Invesco S&P 500 Top 50 ETF made up 0.22% of LGT Financial Advisors's portfolio in Q2 2026, its #72 holding.
LGT Financial Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 6 quarters since.
LGT Financial Advisors's Invesco S&P 500 Top 50 ETF position peaked at $45.8K in Q4 2025.
286 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.