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

Peak Planning Group’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	$203K	Buy	+3,309	New	+$202K	0.05%	127

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

Peak Planning Group's XLG Position: Q2 2026 in Review

Peak Planning Group opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 3,309 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #127 among its holdings.

582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Peak Planning Group held 3,309 shares of Invesco S&P 500 Top 50 ETF worth $203K as of Q2 2026.
Invesco S&P 500 Top 50 ETF was a new Peak Planning Group position in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.05% of Peak Planning Group's portfolio in Q2 2026, its #127 holding.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.