Plancorp LLC’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Plancorp LLC’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	$220K	Buy	+3,590	New	+$219K	0.01%	390

Other funds holding XLG

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

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

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

Lighthouse Financial Services Brea, California $476M AUM

Vision Retirement Ridgewood, New Jersey $414M AUM

Plancorp LLC's XLG Position: Q2 2026 in Review

Plancorp LLC opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 3,590 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #390 among its holdings.

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

Plancorp LLC held 3,590 shares of Invesco S&P 500 Top 50 ETF worth $220K as of Q2 2026.
Invesco S&P 500 Top 50 ETF was a new Plancorp LLC position in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #390 holding.
163 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.