NWF Advisory Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

NWF Advisory 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 Q3	$791K	Buy	12,434 +3	+0%	+$187	0.07%	169
2026 Q2	$761K	Buy	12,431 +70	+0.6%	+$4.27K	0.07%	167
2026 Q1	$674K	Sell	12,361 -90	-0.7%	-$5.17K	0.08%	175
2025 Q4	$738K	Buy	12,451 +4	+0%	+$235	0.08%	156
2025 Q3	$716K	Buy	12,447 +4	+0%	+$219	0.08%	167
2025 Q2	$648K	Buy	12,443 +2,529	+26%	+$120K	0.08%	174
2025 Q1	$456K	Buy	+9,914	New	+$489K	0.06%	186
2024 Q4	–	Sell	-5,391	Closed	-$256K	–	427
2024 Q3	$256K	Buy	5,391 +4	+0.1%	+$184	0.04%	264
2024 Q2	$246K	Buy	5,387 +246	+5%	+$10.6K	0.04%	249
2024 Q1	$217K	Buy	+5,141	New	+$207K	0.04%	269

Other funds holding XLG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Polaris Financial Partners Westerville, Ohio $223M AUM

Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

NWF Advisory Services's XLG Position: Q3 2026 in Review

NWF Advisory Services increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.02% in Q3 2026, buying an estimated $187 and bringing the position to 12,434 shares worth $791K. The position accounts for 0.07% of the portfolio, ranked #169.

NWF Advisory Services first reported a position in XLG in Q1 2024 and has held it in 10 quarters since. 160 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

NWF Advisory Services held 12,434 shares of Invesco S&P 500 Top 50 ETF worth $791K as of Q3 2026.
NWF Advisory Services bought 3 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $187.
Invesco S&P 500 Top 50 ETF made up 0.07% of NWF Advisory Services's portfolio in Q3 2026, its #169 holding.
NWF Advisory Services first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 10 quarters since.
160 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.