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

Newbridge Financial Services 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 		$1.13M Sell
18,514
-311
-2% -$19K 0.14% 118
2026
Q1 		$1.03M Buy
18,825
+38
+0.2% +$2.18K 0.17% 102
2025
Q4 		$1.11M Buy
18,787
+933
+5% +$54.8K 0.17% 101
2025
Q3 		$1.03M Sell
17,854
-682
-4% -$37.3K 0.15% 111
2025
Q2 		$966K Sell
18,536
-5,177
-22% -$246K 0.16% 108
2025
Q1 		$1.09M Sell
23,713
-3,099
-12% -$153K 0.26% 83
2024
Q4 		$1.34M Buy
26,812
+1,624
+6% +$80K 0.34% 64
2024
Q3 		$1.2M Buy
25,188
+2,518
+11% +$116K 0.42% 57
2024
Q2 		$1.04M Sell
22,670
-3,309
-13% -$142K 0.39% 54
2024
Q1 		$1.09M Sell
25,979
-2,192
-8% -$88.2K 0.48% 47
2023
Q4 		$1.06M Sell
28,171
-1,451
-5% -$51.8K 0.52% 34
2023
Q3 		$1.01M Buy
29,622
+7,652
+35% +$269K 0.51% 34
2023
Q2 		$768K Sell
21,970
-7,830
-26% -$255K 0.38% 48
2023
Q1 		$925K Sell
29,800
-50
-0.2% -$1.47K 0.49% 36
2022
Q4 		$824K Sell
29,850
-300
-1% -$8.46K 0.48% 41
2022
Q3 		$812K Sell
30,150
-50
-0.2% -$1.51K 0.48% 35
2022
Q2 		$865K Buy
30,200
+22,600
+297% +$704K 0.54% 32
2022
Q1 		$267K Buy
7,600
+2,950
+63% +$101K 0.13% 151
2021
Q4 		$172K Buy
4,650
+1,150
+33% +$41K 0.08% 221
2021
Q3 		$116K Hold
3,500
– – 0.07% 251
2021
Q2 		$114K Hold
3,500
– – 0.07% 259
2021
Q1 		$104K Buy
3,500
+1,800
+106% +$52.4K 0.08% 248
2020
Q4 		$48K Buy
1,700
+300
+21% +$8.17K 0.04% 343
2020
Q3 		$37K Buy
+1,400
New +$36.2K 0.04% 363

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Newbridge Financial Services Group's XLG Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.7% in Q2 2026, selling an estimated $19K and leaving 18,514 shares worth $1.13M. The position accounts for 0.14% of the portfolio, ranked #118.

Newbridge Financial Services Group first reported a position in XLG in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.34M in Q4 2024. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Newbridge Financial Services Group held 18,514 shares of Invesco S&P 500 Top 50 ETF worth $1.13M as of Q2 2026.
  • Newbridge Financial Services Group sold 311 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $19K.
  • Invesco S&P 500 Top 50 ETF made up 0.14% of Newbridge Financial Services Group's portfolio in Q2 2026, its #118 holding.
  • Newbridge Financial Services Group first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's Invesco S&P 500 Top 50 ETF position peaked at $1.34M in Q4 2024.
  • 582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.