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

Summit Financial’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	$11.1M	Sell	181,462 -26,687	-13%	-$1.63M	0.12%	160
2026 Q1	$11.4M	Sell	208,149 -44,819	-18%	-$2.57M	0.14%	131
2025 Q4	$15M	Sell	252,968 -46,002	-15%	-$2.7M	0.22%	88
2025 Q3	$17.2M	Buy	298,970 +89,844	+43%	+$4.91M	0.26%	72
2025 Q2	$10.9M	Sell	209,126 -25,799	-11%	-$1.23M	0.25%	71
2025 Q1	$10.8M	Buy	+234,925	New	+$11.6M	0.3%	64

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's XLG Position: Q2 2026 in Review

Summit Financial reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 13% in Q2 2026, selling an estimated $1.63M and leaving 181,462 shares worth $11.1M. The position accounts for 0.12% of the portfolio, ranked #160.

Summit Financial first reported a position in XLG in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.2M in Q3 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Summit Financial held 181,462 shares of Invesco S&P 500 Top 50 ETF worth $11.1M as of Q2 2026.
Summit Financial sold 26,687 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $1.63M.
Invesco S&P 500 Top 50 ETF made up 0.12% of Summit Financial's portfolio in Q2 2026, its #160 holding.
Summit Financial first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 6 quarters since.
Summit Financial's Invesco S&P 500 Top 50 ETF position peaked at $17.2M in Q3 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.