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

Redwood 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	$230K	Buy	+3,755	New	+$229K	0.13%	171
2026 Q1	–	Sell	-3,630	Closed	-$215K	–	190
2025 Q4	$215K	Hold	3,630	–	–	0.14%	166
2025 Q3	$209K	Sell	3,630 -490	-12%	-$26.8K	0.13%	167
2025 Q2	$215K	Buy	+4,120	New	+$196K	0.15%	161
2025 Q1	–	Sell	-4,120	Closed	-$206K	–	169
2024 Q4	$206K	Buy	+4,120	New	+$203K	0.15%	149

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

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

Redwood Financial Network opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 3,755 shares worth $230K. The stake represents 0.13% of the portfolio and ranks #171 among its holdings. This is a return to the name: Redwood Financial Network previously reported a position in XLG as recently as Q4 2025.

Redwood Financial Network first reported a position in XLG in Q4 2024 and has held it in 5 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Redwood Financial Network held 3,755 shares of Invesco S&P 500 Top 50 ETF worth $230K as of Q2 2026.
Invesco S&P 500 Top 50 ETF was a new Redwood Financial Network position in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.13% of Redwood Financial Network's portfolio in Q2 2026, its #171 holding.
Redwood Financial Network first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 5 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.