NFG
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Nations Financial Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Nations Financial 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 		$1.75M Sell
28,541
-1,048
-4% -$64K 0.08% 249
2026
Q1 		$1.61M Sell
29,589
-1,304
-4% -$74.9K 0.08% 249
2025
Q4 		$1.83M Sell
30,893
-3,159
-9% -$186K 0.1% 225
2025
Q3 		$1.96M Buy
34,052
+592
+2% +$32.4K 0.12% 197
2025
Q2 		$1.74M Sell
33,460
-10,466
-24% -$498K 0.12% 195
2025
Q1 		$2.02M Buy
43,926
+3,833
+10% +$189K 0.15% 162
2024
Q4 		$2M Buy
40,093
+5,014
+14% +$247K 0.15% 173
2024
Q3 		$1.67M Buy
35,079
+1,760
+5% +$80.9K 0.12% 193
2024
Q2 		$1.52M Buy
33,319
+8,414
+34% +$361K 0.12% 180
2024
Q1 		$1.05M Buy
24,905
+5,408
+28% +$218K 0.09% 251
2023
Q4 		$735K Buy
19,497
+3,807
+24% +$136K 0.07% 294
2023
Q3 		$533K Buy
15,690
+300
+2% +$10.5K 0.05% 350
2023
Q2 		$538K Sell
15,390
-6,010
-28% -$196K 0.05% 366
2023
Q1 		$665K Sell
21,400
-2,630
-11% -$77.1K 0.07% 295
2022
Q4 		$663K Sell
24,030
-7,870
-25% -$222K 0.07% 295
2022
Q3 		$859K Sell
31,900
-2,550
-7% -$76.9K 0.12% 193
2022
Q2 		$987K Sell
34,450
-3,030
-8% -$94.4K 0.13% 193
2022
Q1 		$1.32M Buy
37,480
+3,700
+11% +$127K 0.16% 156
2021
Q4 		$1.25M Sell
33,780
-50
-0.1% -$1.78K 0.16% 148
2021
Q3 		$1.12M Sell
33,830
-250
-0.7% -$8.47K 0.17% 152
2021
Q2 		$1.11M Sell
34,080
-3,050
-8% -$95.6K 0.19% 148
2021
Q1 		$1.1M Buy
37,130
+2,000
+6% +$58.3K 0.25% 113
2020
Q4 		$1M Sell
35,130
-3,020
-8% -$82.2K 0.26% 110
2020
Q3 		$999K Buy
+38,150
New +$986K 0.31% 92

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

Nations Financial Group's XLG Position: Q2 2026 in Review

Nations Financial Group reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.5% in Q2 2026, selling an estimated $64K and leaving 28,541 shares worth $1.75M. The position accounts for 0.08% of the portfolio, ranked #249.

Nations Financial Group first reported a position in XLG in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.02M in Q1 2025. 180 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Nations Financial Group held 28,541 shares of Invesco S&P 500 Top 50 ETF worth $1.75M as of Q2 2026.
  • Nations Financial Group sold 1,048 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $64K.
  • Invesco S&P 500 Top 50 ETF made up 0.08% of Nations Financial Group's portfolio in Q2 2026, its #249 holding.
  • Nations Financial Group first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2020 and has held it in 24 quarters since.
  • Nations Financial Group's Invesco S&P 500 Top 50 ETF position peaked at $2.02M in Q1 2025.
  • 180 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.