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Strategic Financial Concepts’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Strategic Financial Concepts’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 		$247K Buy
+3,981
New +$243K 0.07% 206
2024
Q3 		– Sell
-43,010
Closed -$965 – 750
2024
Q2 		$965 Buy
+43,010
New +$1.85M ﹤0.01% 611

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Strategic Financial Concepts's XLG Position: Q2 2026 in Review

Strategic Financial Concepts opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 3,981 shares worth $247K. The stake represents 0.07% of the portfolio and ranks #206 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in XLG as recently as Q2 2024.

Strategic Financial Concepts first reported a position in XLG in Q2 2024 and has held it in 2 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Strategic Financial Concepts held 3,981 shares of Invesco S&P 500 Top 50 ETF worth $247K as of Q2 2026.
  • Invesco S&P 500 Top 50 ETF was a new Strategic Financial Concepts position in Q2 2026.
  • Invesco S&P 500 Top 50 ETF made up 0.07% of Strategic Financial Concepts's portfolio in Q2 2026, its #206 holding.
  • Strategic Financial Concepts first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 2 quarters since.
  • 583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.