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

Sigma Planning Corp’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	$2.67M	Sell	43,615 -9,840	-18%	-$601K	0.07%	298
2026 Q1	$2.92M	Sell	53,455 -5,173	-9%	-$297K	0.08%	263
2025 Q4	$3.48M	Sell	58,628 -2,691	-4%	-$158K	0.1%	221
2025 Q3	$3.53M	Sell	61,319 -13,417	-18%	-$734K	0.1%	215
2025 Q2	$3.89M	Sell	74,736 -4,895	-6%	-$233K	0.12%	180
2025 Q1	$3.66M	Sell	79,631 -5,936	-7%	-$293K	0.12%	183
2024 Q4	$4.27M	Sell	85,567 -44,220	-34%	-$2.18M	0.13%	157
2024 Q3	$6.17M	Sell	129,787 -26,006	-17%	-$1.2M	0.19%	101
2024 Q2	$7.13M	Buy	155,793 +14,287	+10%	+$613K	0.23%	80
2024 Q1	$5.96M	Buy	141,506 +51,586	+57%	+$2.07M	0.19%	106
2023 Q4	$3.39M	Buy	89,920 +56,830	+172%	+$2.03M	0.27%	76
2023 Q3	$1.12M	Buy	33,090 +1,680	+5%	+$59.1K	0.04%	421
2023 Q2	$1.1M	Buy	31,410 +5,300	+20%	+$173K	0.04%	420
2023 Q1	$811K	Sell	26,110 -10,340	-28%	-$303K	0.03%	592
2022 Q4	$1.01M	Sell	36,450 -12,930	-26%	-$365K	0.04%	479
2022 Q3	$1.33M	Sell	49,380 -3,170	-6%	-$95.6K	0.05%	358
2022 Q2	$1.51M	Sell	52,550 -6,040	-10%	-$188K	0.05%	335
2022 Q1	$2.06M	Sell	58,590 -73,110	-56%	-$2.51M	0.06%	300
2021 Q4	$4.86M	Buy	131,700 +68,040	+107%	+$2.43M	0.14%	162
2021 Q3	$2.1M	Buy	63,660 +8,850	+16%	+$300K	0.06%	317
2021 Q2	$1.78M	Buy	54,810 +9,250	+20%	+$290K	0.05%	362
2021 Q1	$1.35M	Sell	45,560 -870	-2%	-$25.3K	0.04%	409
2020 Q4	$1.32M	Buy	46,430 +1,840	+4%	+$50.1K	0.05%	375
2020 Q3	$1.17M	Buy	44,590 +10,330	+30%	+$267K	0.05%	364
2020 Q2	$815K	Buy	+34,260	New	+$766K	0.04%	444

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

Sigma Planning Corp's XLG Position: Q2 2026 in Review

Sigma Planning Corp reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 18% in Q2 2026, selling an estimated $601K and leaving 43,615 shares worth $2.67M. The position accounts for 0.07% of the portfolio, ranked #298.

Sigma Planning Corp first reported a position in XLG in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.13M in Q2 2024. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Sigma Planning Corp held 43,615 shares of Invesco S&P 500 Top 50 ETF worth $2.67M as of Q2 2026.
Sigma Planning Corp sold 9,840 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $601K.
Invesco S&P 500 Top 50 ETF made up 0.07% of Sigma Planning Corp's portfolio in Q2 2026, its #298 holding.
Sigma Planning Corp first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2020 and has held it in 25 quarters since.
Sigma Planning Corp's Invesco S&P 500 Top 50 ETF position peaked at $7.13M in Q2 2024.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.