Moller Wealth Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Moller Wealth Partners’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	$529K	Sell	8,641 -13,430	-61%	-$820K	0.1%	44
2026 Q1	$1.2M	Sell	22,071 -3,379	-13%	-$194K	0.24%	33
2025 Q4	$1.51M	Sell	25,450 -10,862	-30%	-$639K	0.32%	30
2025 Q3	$2.09M	Sell	36,312 -411	-1%	-$22.5K	0.44%	28
2025 Q2	$1.91M	Sell	36,723 -1,768	-5%	-$84.1K	0.42%	28
2025 Q1	$1.77M	Buy	38,491 +34	+0.1%	+$1.68K	0.44%	27
2024 Q4	$1.92M	Buy	38,457 +8,372	+28%	+$412K	0.51%	28
2024 Q3	$1.43M	Sell	30,085 -2,983	-9%	-$137K	0.36%	29
2024 Q2	$1.51M	Buy	+33,068	New	+$1.42M	0.4%	28

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Moller Wealth Partners's XLG Position: Q2 2026 in Review

Moller Wealth Partners reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 61% in Q2 2026, selling an estimated $820K and leaving 8,641 shares worth $529K. The position accounts for 0.1% of the portfolio, ranked #44.

Moller Wealth Partners first reported a position in XLG in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.09M in Q3 2025. 231 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Moller Wealth Partners held 8,641 shares of Invesco S&P 500 Top 50 ETF worth $529K as of Q2 2026.
Moller Wealth Partners sold 13,430 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $820K.
Invesco S&P 500 Top 50 ETF made up 0.1% of Moller Wealth Partners's portfolio in Q2 2026, its #44 holding.
Moller Wealth Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 9 quarters since.
Moller Wealth Partners's Invesco S&P 500 Top 50 ETF position peaked at $2.09M in Q3 2025.
231 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.