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

Seros Financial’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	$10.8M	Buy	176,305 +3,636	+2%	+$222K	5.62%	7
2026 Q1	$9.42M	Buy	172,669 +11,310	+7%	+$650K	6%	8
2025 Q4	$9.57M	Buy	161,359 +25,230	+19%	+$1.48M	5.61%	6
2025 Q3	$7.83M	Buy	136,129 +267	+0.2%	+$14.6K	4.74%	8
2025 Q2	$7.08M	Buy	135,862 +5,509	+4%	+$262K	4.49%	11
2025 Q1	$6M	Sell	130,353 -35,686	-21%	-$1.76M	4.48%	12
2024 Q4	$7.6M	Buy	+166,039	New	+$8.17M	6.84%	6

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

Seros Financial's XLG Position: Q2 2026 in Review

Seros Financial increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.1% in Q2 2026, buying an estimated $222K and bringing the position to 176,305 shares worth $10.8M. The position accounts for 5.62% of the portfolio, ranked #7.

Seros Financial first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Seros Financial held 176,305 shares of Invesco S&P 500 Top 50 ETF worth $10.8M as of Q2 2026.
Seros Financial bought 3,636 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $222K.
Invesco S&P 500 Top 50 ETF made up 5.62% of Seros Financial's portfolio in Q2 2026, its #7 holding.
Seros Financial first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Seros Financial's 13F filing for Q2 2026, filed 13 Aug 2026.