Selective Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Selective Wealth Management’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	$626K	Hold	10,309	–	–	0.16%	64
2026 Q1	$624K	Sell	10,309 -500	-5%	-$28.7K	0.19%	64
2025 Q4	$637K	Sell	10,809 -363	-3%	-$21.3K	0.2%	54
2025 Q3	$646K	Hold	11,172	–	–	0.21%	49
2025 Q2	$587K	Hold	11,172	–	–	0.21%	52
2025 Q1	$496K	Hold	11,172	–	–	0.22%	55
2024 Q4	$550K	Hold	11,172	–	–	0.22%	55
2024 Q3	$532K	Hold	11,172	–	–	0.22%	56
2024 Q2	$530K	Hold	11,172	–	–	0.23%	58
2024 Q1	$465K	Hold	11,172	–	–	0.2%	64
2023 Q4	$413K	Sell	11,172 -914	-8%	-$32.6K	0.21%	55
2023 Q3	$412K	Sell	12,086 -174	-1%	-$6.12K	0.23%	51
2023 Q2	$422K	Buy	+12,260	New	+$399K	0.21%	60
2022 Q4	$351K	Sell	12,260 -1,990	-14%	-$56.1K	0.19%	74
2022 Q3	$383K	Sell	14,250 -6,800	-32%	-$205K	0.16%	77
2022 Q2	$603K	Hold	21,050	–	–	0.21%	64
2022 Q1	$740K	Sell	21,050 -2,800	-12%	-$96.3K	0.27%	46
2021 Q4	$880K	Buy	23,850 +2,830	+13%	+$101K	0.36%	39
2021 Q3	$694K	Buy	21,020 +13,620	+184%	+$461K	0.37%	37
2021 Q2	$241K	Buy	+7,400	New	+$232K	0.19%	60

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Selective Wealth Management's XLG Position: Q2 2026 in Review

Selective Wealth Management held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 10,309 shares worth $626K. The position accounts for 0.16% of the portfolio, ranked #64.

Selective Wealth Management first reported a position in XLG in Q2 2021 and has held it in 20 quarters since. The position peaked at $880K in Q4 2021. 261 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Selective Wealth Management held 10,309 shares of Invesco S&P 500 Top 50 ETF worth $626K as of Q2 2026.
Selective Wealth Management left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.16% of Selective Wealth Management's portfolio in Q2 2026, its #64 holding.
Selective Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2021 and has held it in 20 quarters since.
Selective Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $880K in Q4 2021.
261 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.