SIC
XLG icon

Samalin Investment Counsel’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Samalin Investment Counsel’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 		$710K Sell
11,595
-20
-0.2% -$1.22K 0.22% 112
2026
Q1 		$634K Buy
11,615
+47
+0.4% +$2.7K 0.22% 133
2025
Q4 		$686K Buy
11,568
+233
+2% +$13.7K 0.24% 123
2025
Q3 		$652K Buy
11,335
+90
+0.8% +$4.92K 0.22% 132
2025
Q2 		$586K Buy
11,245
+6,629
+144% +$315K 0.22% 136
2025
Q1 		$212K Buy
4,616
+4
+0.1% +$197 0.09% 290
2024
Q4 		$230K Sell
4,612
-7,308
-61% -$360K 0.1% 250
2024
Q3 		$567K Buy
11,920
+382
+3% +$17.6K 0.25% 125
2024
Q2 		$528K Buy
11,538
+124
+1% +$5.32K 0.25% 131
2024
Q1 		$481K Sell
11,414
-55
-0.5% -$2.21K 0.23% 148
2023
Q4 		$433K Sell
11,469
-12,341
-52% -$441K 0.22% 154
2023
Q3 		$809K Buy
23,810
+8,430
+55% +$296K 0.46% 60
2023
Q2 		$538K Buy
15,380
+290
+2% +$9.45K 0.29% 101
2023
Q1 		$469K Hold
15,090
– – 0.28% 103
2022
Q4 		$416K Buy
15,090
+3,020
+25% +$85.2K 0.26% 118
2022
Q3 		$325K Buy
12,070
+2,080
+21% +$62.7K 0.24% 129
2022
Q2 		$286K Buy
+9,990
New +$311K 0.2% 150
2021
Q4 		– Sell
-8,970
Closed -$296K – 263
2021
Q3 		$296K Buy
8,970
+590
+7% +$20K 0.19% 169
2021
Q2 		$273K Sell
8,380
-240
-3% -$7.53K 0.18% 181
2021
Q1 		$255K Buy
+8,620
New +$251K 0.17% 190

Other funds holding XLG

Wealth Enhancement Advisory Services
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
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

Samalin Investment Counsel's XLG Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.17% in Q2 2026, selling an estimated $1.22K and leaving 11,595 shares worth $710K. The position accounts for 0.22% of the portfolio, ranked #112.

Samalin Investment Counsel first reported a position in XLG in Q1 2021 and has held it in 20 quarters since. The position peaked at $809K in Q3 2023. 273 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Samalin Investment Counsel held 11,595 shares of Invesco S&P 500 Top 50 ETF worth $710K as of Q2 2026.
  • Samalin Investment Counsel sold 20 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $1.22K.
  • Invesco S&P 500 Top 50 ETF made up 0.22% of Samalin Investment Counsel's portfolio in Q2 2026, its #112 holding.
  • Samalin Investment Counsel first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2021 and has held it in 20 quarters since.
  • Samalin Investment Counsel's Invesco S&P 500 Top 50 ETF position peaked at $809K in Q3 2023.
  • 273 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.