PFP
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Polaris Financial Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Polaris Financial Partners’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
Q3 		$21.4M Buy
+333,977
New +$20.8M 9.59% 2

Other funds holding XLG

GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Polaris Financial Partners's XLG Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q3 2026: 333,977 shares worth $21.4M. The stake represents 9.59% of the portfolio and ranks #2 among its holdings.

3 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • Polaris Financial Partners held 333,977 shares of Invesco S&P 500 Top 50 ETF worth $21.4M as of Q3 2026.
  • Invesco S&P 500 Top 50 ETF was a new Polaris Financial Partners position in Q3 2026.
  • Invesco S&P 500 Top 50 ETF made up 9.59% of Polaris Financial Partners's portfolio in Q3 2026, its #2 holding.
  • 3 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.