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

Partners Wealth Management’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	$651K	Hold	10,628	–	–	0.64%	41
2026 Q1	$580K	Hold	10,628	–	–	0.6%	47
2025 Q4	$630K	Hold	10,628	–	–	0.66%	43
2025 Q3	$611K	Sell	10,628 -11,155	-51%	-$610K	0.6%	45
2025 Q2	$1.01M	Hold	21,783	–	–	1.15%	23
2025 Q1	$1M	Hold	21,783	–	–	1.14%	24
2024 Q4	$1.09M	Buy	+21,783	New	+$1.07M	1.24%	22

Other funds holding XLG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Vision Retirement Ridgewood, New Jersey $414M AUM

Partners Wealth Management's XLG Position: Q2 2026 in Review

Partners Wealth Management held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 10,628 shares worth $651K. The position accounts for 0.64% of the portfolio, ranked #41.

Partners Wealth Management first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q4 2024. 163 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Partners Wealth Management held 10,628 shares of Invesco S&P 500 Top 50 ETF worth $651K as of Q2 2026.
Partners Wealth Management left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.64% of Partners Wealth Management's portfolio in Q2 2026, its #41 holding.
Partners Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
Partners Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $1.09M in Q4 2024.
163 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.