MWM
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McNaughton Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

McNaughton Wealth Management’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 		– Sell
-11,992
Closed -$654K – 78
2026
Q1 		$654K Sell
11,992
-154,936
-93% -$8.9M 0.27% 56
2025
Q4 		$9.9M Buy
166,928
+7,723
+5% +$454K 4.07% 5
2025
Q3 		$9.16M Buy
159,205
+71,032
+81% +$3.88M 3.86% 6
2025
Q2 		$4.59M Buy
88,173
+40,263
+84% +$1.92M 2.05% 13
2025
Q1 		$2.2M Buy
+47,910
New +$2.36M 1.07% 27

Other funds holding XLG

Wealth Enhancement Advisory Services
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
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

McNaughton Wealth Management's XLG Position: Q2 2026 in Review

McNaughton Wealth Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026, closing a stake of 11,992 shares — an estimated $654K sold.

McNaughton Wealth Management first reported a position in XLG in Q1 2025 and held it in 5 quarters. The position peaked at $9.9M in Q4 2025. 184 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • McNaughton Wealth Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2026 after selling out during the quarter.
  • McNaughton Wealth Management sold 11,992 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $654K.
  • McNaughton Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and held it in 5 quarters.
  • McNaughton Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $9.9M in Q4 2025.
  • 184 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.