Silver Oak Securities’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Silver Oak Securities’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	–	Sell	-8,447	Closed	-$461K	–	902
2026 Q1	$461K	Sell	8,447 -42,500	-83%	-$2.44M	0.03%	465
2025 Q4	$3.04M	Buy	50,947 +30,656	+151%	+$1.8M	0.21%	110
2025 Q3	$1.17M	Sell	20,291 -40,661	-67%	-$2.22M	0.09%	230
2025 Q2	$3.18M	Buy	60,952 +18,029	+42%	+$858K	0.26%	83
2025 Q1	$1.97M	Buy	42,923 +23,167	+117%	+$1.14M	0.18%	130
2024 Q4	$994K	Sell	19,756 -3,739	-16%	-$184K	0.09%	237
2024 Q3	$1.05M	Sell	23,495 -29,192	-55%	-$1.34M	0.11%	194
2024 Q2	$2.41M	Buy	52,687 +14,214	+37%	+$610K	0.36%	68
2024 Q1	$1.62M	Buy	38,473 +27,963	+266%	+$1.12M	0.25%	93
2023 Q4	$396K	Buy	10,510 +146	+1%	+$5.21K	0.05%	321
2023 Q3	$352K	Buy	+10,364	New	+$364K	0.08%	202
2022 Q4	–	Sell	-103,640	Closed	-$352K	–	498
2022 Q3	$352K	Buy	+103,640	New	+$3.13M	0.08%	202
2022 Q2	–	Sell	-21,950	Closed	-$759K	–	346
2022 Q1	$759K	Buy	+21,950	New	+$755K	0.15%	134

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

Silver Oak Securities's XLG Position: Q2 2026 in Review

Silver Oak Securities sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026, closing a stake of 8,447 shares — an estimated $461K sold.

Silver Oak Securities first reported a position in XLG in Q1 2022 and held it in 13 quarters. The position peaked at $3.18M in Q2 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Silver Oak Securities reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2026 after selling out during the quarter.
Silver Oak Securities sold 8,447 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $461K.
Silver Oak Securities first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2022 and held it in 13 quarters.
Silver Oak Securities's Invesco S&P 500 Top 50 ETF position peaked at $3.18M in Q2 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.