MFS
XLG icon

Madrona Financial Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Madrona Financial Services’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 		$1.17M Hold
19,175
– – 0.22% 46
2026
Q1 		$1.05M Sell
19,175
-1,206
-6% -$69.3K 0.23% 46
2025
Q4 		$1.21M Hold
20,381
– – 0.26% 41
2025
Q3 		$1.17M Sell
20,381
-759
-4% -$41.5K 0.26% 39
2025
Q2 		$1.1M Buy
21,140
+3,929
+23% +$187K 0.26% 38
2025
Q1 		$792K Buy
17,211
+8,259
+92% +$408K 0.22% 42
2024
Q4 		$447K Sell
8,952
-1,219
-12% -$60K 0.12% 63
2024
Q3 		$483K Buy
10,171
+5,169
+103% +$238K 0.13% 59
2024
Q2 		$229K Buy
+5,002
New +$215K 0.07% 85

Other funds holding XLG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CF
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
VR
Vision Retirement Ridgewood, New Jersey $414M AUM
IIM
IFC & Insurance Marketing Auburn, California $114M AUM
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Madrona Financial Services's XLG Position: Q2 2026 in Review

Madrona Financial Services held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 19,175 shares worth $1.17M. The position accounts for 0.22% of the portfolio, ranked #46.

Madrona Financial Services first reported a position in XLG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.21M in Q4 2025. 126 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Madrona Financial Services held 19,175 shares of Invesco S&P 500 Top 50 ETF worth $1.17M as of Q2 2026.
  • Madrona Financial Services left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Top 50 ETF made up 0.22% of Madrona Financial Services's portfolio in Q2 2026, its #46 holding.
  • Madrona Financial Services first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 9 quarters since.
  • Madrona Financial Services's Invesco S&P 500 Top 50 ETF position peaked at $1.21M in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.