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Omni 360 Wealth’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Omni 360 Wealth’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 		$1.52M Buy
24,815
+311
+1% +$19K 0.7% 33
2026
Q1 		$1.34M Sell
24,504
-11,006
-31% -$632K 0.69% 31
2025
Q4 		$2.09M Buy
35,510
+20,629
+139% +$1.21M 1.07% 25
2025
Q3 		$856K Buy
14,881
+5,639
+61% +$308K 0.48% 48
2025
Q2 		$482K Buy
+9,242
New +$440K 0.3% 68

Other funds holding XLG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $238M AUM
LFS
Lighthouse Financial Services Brea, California $476M AUM

Omni 360 Wealth's XLG Position: Q2 2026 in Review

Omni 360 Wealth increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.3% in Q2 2026, buying an estimated $19K and bringing the position to 24,815 shares worth $1.52M. The position accounts for 0.7% of the portfolio, ranked #33.

Omni 360 Wealth first reported a position in XLG in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.09M in Q4 2025. 184 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Omni 360 Wealth held 24,815 shares of Invesco S&P 500 Top 50 ETF worth $1.52M as of Q2 2026.
  • Omni 360 Wealth bought 311 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $19K.
  • Invesco S&P 500 Top 50 ETF made up 0.7% of Omni 360 Wealth's portfolio in Q2 2026, its #33 holding.
  • Omni 360 Wealth first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and has held it in 5 quarters since.
  • Omni 360 Wealth's Invesco S&P 500 Top 50 ETF position peaked at $2.09M in Q4 2025.
  • 184 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.