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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
Q3 		$4.18M Buy
65,641
+721
+1% +$44.8K 3.06% 9
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
CF
Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
IIM
IFC & Insurance Marketing Auburn, California $117M AUM 14.05% 1-Year Est. Return
EWM
Elevatus Welath Management Victor, New York $415M AUM 55.85% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Summit Financial Consulting's XLG Position: Q3 2026 in Review

Summit Financial Consulting increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.1% in Q3 2026, buying an estimated $44.8K and bringing the position to 65,641 shares worth $4.18M. The position accounts for 3.06% of the portfolio, ranked #9.

Summit Financial Consulting first reported a position in XLG in Q1 2025 and has held it in 7 quarters since. 116 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • Summit Financial Consulting held 65,641 shares of Invesco S&P 500 Top 50 ETF worth $4.18M as of Q3 2026.
  • Summit Financial Consulting bought 721 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $44.8K.
  • Invesco S&P 500 Top 50 ETF made up 3.06% of Summit Financial Consulting's portfolio in Q3 2026, its #9 holding.
  • Summit Financial Consulting first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 7 quarters since.
  • 116 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.