Spectrum Planning & Advisory Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Spectrum Planning & Advisory Services’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	$544K	Sell	8,885 -354	-4%	-$21.6K	0.24%	55
2026 Q1	$504K	Sell	9,239 -1,025	-10%	-$58.9K	0.25%	59
2025 Q4	$608K	Buy	10,264 +438	+4%	+$25.7K	0.31%	55
2025 Q3	$565K	Buy	9,826 +2,637	+37%	+$144K	0.32%	57
2025 Q2	$375K	Sell	7,189 -5,718	-44%	-$272K	0.24%	69
2025 Q1	$594K	Buy	+12,907	New	+$637K	0.49%	35

Other funds holding XLG

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

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

HKIMG

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Spectrum Planning & Advisory Services's XLG Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.8% in Q2 2026, selling an estimated $21.6K and leaving 8,885 shares worth $544K. The position accounts for 0.24% of the portfolio, ranked #55.

Spectrum Planning & Advisory Services first reported a position in XLG in Q1 2025 and has held it in 6 quarters since. The position peaked at $608K in Q4 2025. 101 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Spectrum Planning & Advisory Services held 8,885 shares of Invesco S&P 500 Top 50 ETF worth $544K as of Q2 2026.
Spectrum Planning & Advisory Services sold 354 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $21.6K.
Invesco S&P 500 Top 50 ETF made up 0.24% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #55 holding.
Spectrum Planning & Advisory Services first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 6 quarters since.
Spectrum Planning & Advisory Services's Invesco S&P 500 Top 50 ETF position peaked at $608K in Q4 2025.
101 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.