PFGIA
XLG icon

Patriot Financial Group Insurance Agency’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Patriot Financial Group Insurance Agency’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 		$263K Sell
4,293
-5,393
-56% -$329K 0.03% 414
2026
Q1 		$528K Sell
9,686
-36,772
-79% -$2.11M 0.03% 428
2025
Q4 		$2.75M Buy
46,458
+7,763
+20% +$456K 0.33% 81
2025
Q3 		$2.23M Buy
38,695
+21,510
+125% +$1.18M 0.28% 92
2025
Q2 		$895K Buy
17,185
+7,955
+86% +$378K 0.1% 221
2025
Q1 		$425K Buy
+9,230
New +$456K 0.06% 321

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Patriot Financial Group Insurance Agency's XLG Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 56% in Q2 2026, selling an estimated $329K and leaving 4,293 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #414.

Patriot Financial Group Insurance Agency first reported a position in XLG in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.75M in Q4 2025. 371 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 4,293 shares of Invesco S&P 500 Top 50 ETF worth $263K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 5,393 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $329K.
  • Invesco S&P 500 Top 50 ETF made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #414 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 6 quarters since.
  • Patriot Financial Group Insurance Agency's Invesco S&P 500 Top 50 ETF position peaked at $2.75M in Q4 2025.
  • 371 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.