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 Q3	$563K	Sell	8,844 -58	-0.7%	-$3.61K	0.12%	143
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Polaris Financial Partners Westerville, Ohio $223M AUM

Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

RDA Financial Network's XLG Position: Q3 2026 in Review

RDA Financial Network reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.65% in Q3 2026, selling an estimated $3.61K and leaving 8,844 shares worth $563K. The position accounts for 0.12% of the portfolio, ranked #143.

RDA Financial Network first reported a position in XLG in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.11M in Q3 2025. 176 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

RDA Financial Network held 8,844 shares of Invesco S&P 500 Top 50 ETF worth $563K as of Q3 2026.
RDA Financial Network sold 58 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $3.61K.
Invesco S&P 500 Top 50 ETF made up 0.12% of RDA Financial Network's portfolio in Q3 2026, its #143 holding.
RDA Financial Network first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 7 quarters since.
RDA Financial Network's Invesco S&P 500 Top 50 ETF position peaked at $2.11M in Q3 2025.
176 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.