Root Financial Partners
XLG icon

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

Root 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 		$108K Buy
+1,698
New +$106K ﹤0.01% 702
2026
Q2 		– Sell
-1,760
Closed -$96K – 3223
2026
Q1 		$96K Hold
1,760
– – ﹤0.01% 579
2025
Q4 		$104K Hold
1,760
– – 0.01% 452
2025
Q3 		$101K Buy
+1,760
New +$96.2K 0.01% 448

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principle Wealth Partners
Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return
Means Investment Company
Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bogart Wealth LLC
Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

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

Root Financial Partners opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q3 2026: 1,698 shares worth $108K. The stake represents ﹤0.01% of the portfolio and ranks #702 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in XLG as recently as Q1 2026.

Root Financial Partners first reported a position in XLG in Q3 2025 and has held it in 4 quarters since. 404 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • Root Financial Partners held 1,698 shares of Invesco S&P 500 Top 50 ETF worth $108K as of Q3 2026.
  • Invesco S&P 500 Top 50 ETF was a new Root Financial Partners position in Q3 2026.
  • Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #702 holding.
  • Root Financial Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2025 and has held it in 4 quarters since.
  • 404 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.