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Stewardship Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Stewardship Advisors’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 		$284K Sell
4,631
-463
-9% -$28.3K 0.06% 141
2026
Q1 		$278K Buy
5,094
+756
+17% +$43.4K 0.06% 126
2025
Q4 		$257K Buy
+4,338
New +$255K 0.06% 128

Other funds holding XLG

Wealth Enhancement Advisory Services
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Stewardship Advisors's XLG Position: Q2 2026 in Review

Stewardship Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 9.1% in Q2 2026, selling an estimated $28.3K and leaving 4,631 shares worth $284K. The position accounts for 0.06% of the portfolio, ranked #141.

Stewardship Advisors first reported a position in XLG in Q4 2025 and has held it in 3 quarters since. 270 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Stewardship Advisors held 4,631 shares of Invesco S&P 500 Top 50 ETF worth $284K as of Q2 2026.
  • Stewardship Advisors sold 463 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $28.3K.
  • Invesco S&P 500 Top 50 ETF made up 0.06% of Stewardship Advisors's portfolio in Q2 2026, its #141 holding.
  • Stewardship Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 3 quarters since.
  • 270 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.