Stenger Family Office’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Stenger Family Office’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	$4.51M	Sell	73,624 -4,295	-6%	-$262K	0.72%	39
2026 Q1	$4.25M	Sell	77,919 -165	-0.2%	-$9.48K	0.75%	33
2025 Q4	$4.63M	Sell	78,084 -4,323	-5%	-$254K	0.96%	25
2025 Q3	$4.91M	Sell	82,407 -163,021	-66%	-$8.91M	1.01%	26
2025 Q2	$13.2M	Buy	+245,428	New	+$11.7M	3.4%	8
2024 Q4	$11.3M	Buy	+225,683	New	+$11.1M	3.83%	7

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

Stenger Family Office's XLG Position: Q2 2026 in Review

Stenger Family Office reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 5.5% in Q2 2026, selling an estimated $262K and leaving 73,624 shares worth $4.51M. The position accounts for 0.72% of the portfolio, ranked #39.

Stenger Family Office first reported a position in XLG in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.2M in Q2 2025. 188 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Stenger Family Office held 73,624 shares of Invesco S&P 500 Top 50 ETF worth $4.51M as of Q2 2026.
Stenger Family Office sold 4,295 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $262K.
Invesco S&P 500 Top 50 ETF made up 0.72% of Stenger Family Office's portfolio in Q2 2026, its #39 holding.
Stenger Family Office first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 6 quarters since.
Stenger Family Office's Invesco S&P 500 Top 50 ETF position peaked at $13.2M in Q2 2025.
188 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Stenger Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.