Smith Salley Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Smith Salley Wealth Management’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	-7,793	Closed	-$425K	–	287
2026 Q1	$425K	Buy	7,793 +14	+0.2%	+$804	0.02%	198
2025 Q4	$461K	Buy	7,779 +212	+3%	+$12.5K	0.02%	191
2025 Q3	$435K	Buy	7,567 +12	+0.2%	+$656	0.02%	194
2025 Q2	$394K	Buy	7,555 +215	+3%	+$10.2K	0.02%	195
2025 Q1	$338K	Buy	7,340 +114	+2%	+$5.63K	0.02%	198
2024 Q4	$361K	Buy	7,226 +13	+0.2%	+$640	0.02%	192
2024 Q3	$343K	Buy	+7,213	New	+$331K	0.02%	200

Other funds holding XLG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

LFS

Lighthouse Financial Services Brea, California $476M AUM

Smith Salley Wealth Management's XLG Position: Q2 2026 in Review

Smith Salley Wealth Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026, closing a stake of 7,793 shares — an estimated $425K sold.

Smith Salley Wealth Management first reported a position in XLG in Q3 2024 and held it in 7 quarters. The position peaked at $461K in Q4 2025. 184 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Smith Salley Wealth Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2026 after selling out during the quarter.
Smith Salley Wealth Management sold 7,793 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $425K.
Smith Salley Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and held it in 7 quarters.
Smith Salley Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $461K in Q4 2025.
184 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.