Oath Planning’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Oath Planning’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	$261K	Buy	4,255 +9	+0.2%	+$549	0.19%	63
2026 Q1	$232K	Buy	4,246 +7	+0.2%	+$402	0.21%	63
2025 Q4	$251K	Buy	+4,239	New	+$249K	0.25%	58

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

Oath Planning's XLG Position: Q2 2026 in Review

Oath Planning increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.21% in Q2 2026, buying an estimated $549 and bringing the position to 4,255 shares worth $261K. The position accounts for 0.19% of the portfolio, ranked #63.

Oath Planning first reported a position in XLG in Q4 2025 and has held it in 3 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Oath Planning held 4,255 shares of Invesco S&P 500 Top 50 ETF worth $261K as of Q2 2026.
Oath Planning bought 9 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $549.
Invesco S&P 500 Top 50 ETF made up 0.19% of Oath Planning's portfolio in Q2 2026, its #63 holding.
Oath Planning first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 3 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Oath Planning's 13F filing for Q2 2026, filed 24 Jul 2026.