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 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 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

Root Financial Partners's XLG Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026, closing a stake of 1,760 shares — an estimated $96K sold.

Root Financial Partners first reported a position in XLG in Q3 2025 and held it in 3 quarters. The position peaked at $104K in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Root Financial Partners reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1,760 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $96K.
Root Financial Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Invesco S&P 500 Top 50 ETF position peaked at $104K in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.