Sequent Planning’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Sequent Planning’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	$1.58M	Buy	25,741 +3,542	+16%	+$216K	0.34%	66
2026 Q1	$1.21M	Sell	22,199 -620	-3%	-$35.6K	0.29%	80
2025 Q4	$1.35M	Buy	22,819 +2,088	+10%	+$123K	0.34%	67
2025 Q3	$1.19M	Buy	20,731 +1,598	+8%	+$87.4K	0.34%	64
2025 Q2	$997K	Buy	19,133 +2,295	+14%	+$109K	0.32%	50
2025 Q1	$775K	Buy	16,838 +337	+2%	+$16.6K	0.28%	62
2024 Q4	$824K	Buy	16,501 +44	+0.3%	+$2.17K	0.3%	59
2024 Q3	$782K	Buy	+16,457	New	+$756K	0.27%	67

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

Sequent Planning's XLG Position: Q2 2026 in Review

Sequent Planning increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 16% in Q2 2026, buying an estimated $216K and bringing the position to 25,741 shares worth $1.58M. The position accounts for 0.34% of the portfolio, ranked #66.

Sequent Planning first reported a position in XLG in Q3 2024 and has held it in 8 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Sequent Planning held 25,741 shares of Invesco S&P 500 Top 50 ETF worth $1.58M as of Q2 2026.
Sequent Planning bought 3,542 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $216K.
Invesco S&P 500 Top 50 ETF made up 0.34% of Sequent Planning's portfolio in Q2 2026, its #66 holding.
Sequent Planning first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and has held it in 8 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.