NP
XLG icon

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

NorthRock 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 		$245K Sell
3,995
-89
-2% -$5.43K ﹤0.01% 597
2026
Q1 		$223K Buy
+4,084
New +$235K ﹤0.01% 600
2025
Q1 		– Sell
-130
Closed -$6.5K – 904
2024
Q4 		$6.5K Buy
130
+68
+110% +$3.35K ﹤0.01% 741
2024
Q3 		$2.94K Hold
62
– – ﹤0.01% 798
2024
Q2 		$2.82K Buy
+62
New +$2.66K ﹤0.01% 781

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
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NorthRock Partners's XLG Position: Q2 2026 in Review

NorthRock Partners reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.2% in Q2 2026, selling an estimated $5.43K and leaving 3,995 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

NorthRock Partners first reported a position in XLG in Q2 2024 and has held it in 5 quarters since. 467 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • NorthRock Partners held 3,995 shares of Invesco S&P 500 Top 50 ETF worth $245K as of Q2 2026.
  • NorthRock Partners sold 89 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $5.43K.
  • Invesco S&P 500 Top 50 ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q2 2026, its #597 holding.
  • NorthRock Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 5 quarters since.
  • 467 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.