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

MinichMacGregor 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	$274K	Buy	4,483 +166	+4%	+$10.1K	0.04%	123
2026 Q1	$235K	Sell	4,317 -348	-7%	-$20K	0.04%	113
2025 Q4	$277K	Sell	4,665 -654	-12%	-$38.4K	0.05%	107
2025 Q3	$306K	Buy	+5,319	New	+$291K	0.06%	110
2025 Q2	–	Sell	-6,530	Closed	-$301K	–	145
2025 Q1	$301K	Sell	6,530 -141	-2%	-$6.96K	0.07%	94
2024 Q4	$333K	Sell	6,671 -1	-0%	-$49	0.07%	92
2024 Q3	$317K	Sell	6,672 -219	-3%	-$10.1K	0.07%	92
2024 Q2	$315K	Sell	6,891 -13	-0.2%	-$558	0.08%	81
2024 Q1	$291K	Sell	6,904 -729	-10%	-$29.3K	0.07%	88
2023 Q4	$288K	Buy	+7,633	New	+$272K	0.08%	82

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

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

MinichMacGregor Wealth Management increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.8% in Q2 2026, buying an estimated $10.1K and bringing the position to 4,483 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #123.

MinichMacGregor Wealth Management first reported a position in XLG in Q4 2023 and has held it in 10 quarters since. The position peaked at $333K in Q4 2024. 259 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

MinichMacGregor Wealth Management held 4,483 shares of Invesco S&P 500 Top 50 ETF worth $274K as of Q2 2026.
MinichMacGregor Wealth Management bought 166 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $10.1K.
Invesco S&P 500 Top 50 ETF made up 0.04% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #123 holding.
MinichMacGregor Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 10 quarters since.
MinichMacGregor Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $333K in Q4 2024.
259 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.