Sigma Planning Corp
XLG icon

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
Q3 		$2.56M Sell
40,312
-3,303
-8% -$205K 0.07% 299
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Quattro Financial Advisors
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
Polaris Financial Partners
Polaris Financial Partners Westerville, Ohio $223M AUM
Segment Wealth Management
Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return
Cyr Financial
Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

Sigma Planning Corp's XLG Position: Q3 2026 in Review

Sigma Planning Corp reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 7.6% in Q3 2026, selling an estimated $205K and leaving 40,312 shares worth $2.56M. The position accounts for 0.07% of the portfolio, ranked #299.

Sigma Planning Corp first reported a position in XLG in Q2 2020 and has held it in 26 quarters since. The position peaked at $7.13M in Q2 2024. 221 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • Sigma Planning Corp held 40,312 shares of Invesco S&P 500 Top 50 ETF worth $2.56M as of Q3 2026.
  • Sigma Planning Corp sold 3,303 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $205K.
  • Invesco S&P 500 Top 50 ETF made up 0.07% of Sigma Planning Corp's portfolio in Q3 2026, its #299 holding.
  • Sigma Planning Corp first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2020 and has held it in 26 quarters since.
  • Sigma Planning Corp's Invesco S&P 500 Top 50 ETF position peaked at $7.13M in Q2 2024.
  • 221 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.