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

Novak & Powell Financial Services’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	$328K	Sell	5,353 -1,703	-24%	-$104K	0.15%	127
2026 Q1	$385K	Buy	7,056 +1,684	+31%	+$96.7K	0.21%	99
2025 Q4	$318K	Hold	5,372	–	–	0.17%	113
2025 Q3	$309K	Hold	5,372	–	–	0.16%	120
2025 Q2	$280K	Hold	5,372	–	–	0.19%	111
2025 Q1	$247K	Sell	5,372 -300	-5%	-$14.8K	0.15%	128
2024 Q4	$283K	Buy	5,672 +300	+6%	+$14.8K	0.17%	110
2024 Q3	$255K	Buy	5,372 +66	+1%	+$3.03K	0.15%	127
2024 Q2	$243K	Hold	5,306	–	–	0.15%	119
2024 Q1	$224K	Hold	5,306	–	–	0.17%	123
2023 Q4	$200K	Buy	+5,306	New	+$189K	0.13%	142

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

Novak & Powell Financial Services's XLG Position: Q2 2026 in Review

Novak & Powell Financial Services reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 24% in Q2 2026, selling an estimated $104K and leaving 5,353 shares worth $328K. The position accounts for 0.15% of the portfolio, ranked #127.

Novak & Powell Financial Services first reported a position in XLG in Q4 2023 and has held it in 11 quarters since. The position peaked at $385K in Q1 2026. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Novak & Powell Financial Services held 5,353 shares of Invesco S&P 500 Top 50 ETF worth $328K as of Q2 2026.
Novak & Powell Financial Services sold 1,703 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $104K.
Invesco S&P 500 Top 50 ETF made up 0.15% of Novak & Powell Financial Services's portfolio in Q2 2026, its #127 holding.
Novak & Powell Financial Services first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 11 quarters since.
Novak & Powell Financial Services's Invesco S&P 500 Top 50 ETF position peaked at $385K in Q1 2026.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.