RFG Advisory’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

RFG Advisory’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	$1.54M	Sell	25,145 -538	-2%	-$32.8K	0.02%	441
2026 Q1	$1.4M	Buy	25,683 +1,501	+6%	+$86.2K	0.03%	442
2025 Q4	$1.43M	Buy	24,182 +1,842	+8%	+$108K	0.03%	428
2025 Q3	$1.29M	Buy	+22,340	New	+$1.22M	0.03%	429

Other funds holding XLG

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

DFG

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

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

QFA

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

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RFG Advisory's XLG Position: Q2 2026 in Review

RFG Advisory reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.1% in Q2 2026, selling an estimated $32.8K and leaving 25,145 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #441.

RFG Advisory first reported a position in XLG in Q3 2025 and has held it in 4 quarters since. 231 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

RFG Advisory held 25,145 shares of Invesco S&P 500 Top 50 ETF worth $1.54M as of Q2 2026.
RFG Advisory sold 538 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $32.8K.
Invesco S&P 500 Top 50 ETF made up 0.02% of RFG Advisory's portfolio in Q2 2026, its #441 holding.
RFG Advisory first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2025 and has held it in 4 quarters since.
231 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.