SFG
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Snider Financial Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Snider Financial Group’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 		$1.38M Buy
22,602
+1,560
+7% +$95.2K 0.35% 45
2026
Q1 		$1.15M Buy
21,042
+13
+0.1% +$747 0.35% 47
2025
Q4 		$1.25M Buy
21,029
+1,934
+10% +$114K 0.33% 50
2025
Q3 		$1.1M Buy
19,095
+406
+2% +$22.2K 0.3% 58
2025
Q2 		$974K Buy
18,689
+1,029
+6% +$48.9K 0.28% 60
2025
Q1 		$813K Sell
17,660
-479
-3% -$23.6K 0.26% 58
2024
Q4 		$906K Sell
18,139
-49
-0.3% -$2.41K 0.28% 58
2024
Q3 		$864K Sell
18,188
-207
-1% -$9.51K 0.32% 46
2024
Q2 		$842K Buy
+18,395
New +$790K 0.32% 48

Other funds holding XLG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CF
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
IIM
IFC & Insurance Marketing Auburn, California $114M AUM
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

Snider Financial Group's XLG Position: Q2 2026 in Review

Snider Financial Group increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 7.4% in Q2 2026, buying an estimated $95.2K and bringing the position to 22,602 shares worth $1.38M. The position accounts for 0.35% of the portfolio, ranked #45.

Snider Financial Group first reported a position in XLG in Q2 2024 and has held it in 9 quarters since. 116 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Snider Financial Group held 22,602 shares of Invesco S&P 500 Top 50 ETF worth $1.38M as of Q2 2026.
  • Snider Financial Group bought 1,560 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $95.2K.
  • Invesco S&P 500 Top 50 ETF made up 0.35% of Snider Financial Group's portfolio in Q2 2026, its #45 holding.
  • Snider Financial Group first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 9 quarters since.
  • 116 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.