RDA Financial Network’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

RDA Financial Network’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	$545K	Buy	8,902 +152	+2%	+$9.28K	0.12%	148
2026 Q1	$477K	Sell	8,750 -24,572	-74%	-$1.41M	0.12%	161
2025 Q4	$1.98M	Sell	33,322 -3,420	-9%	-$201K	0.48%	61
2025 Q3	$2.11M	Buy	36,742 +12,990	+55%	+$710K	0.52%	52
2025 Q2	$1.24M	Buy	23,752 +14,259	+150%	+$678K	0.33%	92
2025 Q1	$437K	Buy	+9,493	New	+$468K	0.13%	145

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

RDA Financial Network's XLG Position: Q2 2026 in Review

RDA Financial Network increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.7% in Q2 2026, buying an estimated $9.28K and bringing the position to 8,902 shares worth $545K. The position accounts for 0.12% of the portfolio, ranked #148.

RDA Financial Network first reported a position in XLG in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.11M in Q3 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

RDA Financial Network held 8,902 shares of Invesco S&P 500 Top 50 ETF worth $545K as of Q2 2026.
RDA Financial Network bought 152 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $9.28K.
Invesco S&P 500 Top 50 ETF made up 0.12% of RDA Financial Network's portfolio in Q2 2026, its #148 holding.
RDA Financial Network first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 6 quarters since.
RDA Financial Network's Invesco S&P 500 Top 50 ETF position peaked at $2.11M in Q3 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.