Summit Financial Consulting’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Summit Financial Consulting’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	$3.98M	Buy	64,920 +1,674	+3%	+$102K	2.7%	12
2026 Q1	$3.45M	Buy	63,246 +9,267	+17%	+$532K	2.47%	12
2025 Q4	$3.2M	Buy	53,979 +5,456	+11%	+$321K	2.32%	13
2025 Q3	$2.79M	Buy	48,523 +3,175	+7%	+$174K	2.23%	13
2025 Q2	$2.36M	Buy	45,348 +4,272	+10%	+$203K	2.12%	8
2025 Q1	$1.89M	Buy	+41,076	New	+$2.03M	1.75%	13

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit Financial Consulting's XLG Position: Q2 2026 in Review

Summit Financial Consulting increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.6% in Q2 2026, buying an estimated $102K and bringing the position to 64,920 shares worth $3.98M. The position accounts for 2.7% of the portfolio, ranked #12.

Summit Financial Consulting first reported a position in XLG in Q1 2025 and has held it in 6 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Summit Financial Consulting held 64,920 shares of Invesco S&P 500 Top 50 ETF worth $3.98M as of Q2 2026.
Summit Financial Consulting bought 1,674 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $102K.
Invesco S&P 500 Top 50 ETF made up 2.7% of Summit Financial Consulting's portfolio in Q2 2026, its #12 holding.
Summit Financial Consulting first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 6 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.