Nalls Sherbakoff Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Nalls Sherbakoff Group’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	$9.19K	Hold	150	–	–	0.01%	279
2026 Q1	$8.18K	Hold	150	–	–	0.01%	313
2025 Q4	$8.89K	Hold	150	–	–	0.01%	334
2025 Q3	$8.63K	Hold	150	–	–	0.01%	338
2025 Q2	$7.82K	Hold	150	–	–	0.01%	339
2025 Q1	$6.9K	Buy	+150	New	+$7.4K	0.01%	316
2023 Q4	$5.66K	Hold	150	–	–	0.01%	297
2023 Q3	$5.09K	Hold	150	–	–	0.01%	296
2023 Q2	$4.97K	Hold	150	–	–	﹤0.01%	300
2023 Q1	$4.59K	Buy	+150	New	+$4.4K	﹤0.01%	311
2018 Q4	$3K	Buy	+150	New	+$2.91K	﹤0.01%	334

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Nalls Sherbakoff Group's XLG Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 150 shares worth $9.19K. The position accounts for 0.01% of the portfolio, ranked #279.

Nalls Sherbakoff Group first reported a position in XLG in Q4 2018 and has held it in 11 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Nalls Sherbakoff Group held 150 shares of Invesco S&P 500 Top 50 ETF worth $9.19K as of Q2 2026.
Nalls Sherbakoff Group left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.01% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #279 holding.
Nalls Sherbakoff Group first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2018 and has held it in 11 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.