Security Financial Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Security Financial Services’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 Q1	–	Sell	-247,258	Closed	-$14.7M	–	230
2025 Q4	$14.7M	Buy	247,258 +3,644	+1%	+$214K	2.3%	9
2025 Q3	$14M	Buy	243,614 +193,672	+388%	+$10.6M	2.27%	10
2025 Q2	$2.6M	Buy	+49,942	New	+$2.38M	0.46%	46

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Security Financial Services's XLG Position: Q1 2026 in Review

Security Financial Services sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 247,258 shares — an estimated $14.7M sold.

Security Financial Services first reported a position in XLG in Q2 2025 and held it in 3 quarters. The position peaked at $14.7M in Q4 2025. 565 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Security Financial Services reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
Security Financial Services sold 247,258 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $14.7M.
Security Financial Services first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and held it in 3 quarters.
Security Financial Services's Invesco S&P 500 Top 50 ETF position peaked at $14.7M in Q4 2025.
565 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Security Financial Services's 13F filing for Q1 2026, filed 27 May 2026.