SYM Financial Corp
XLG icon

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

SYM Financial Corp’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 		$66.9K Buy
+1,051
New +$65.4K 0.01% 465
2025
Q2 		– Sell
-1,100
Closed -$50.6K – 452
2025
Q1 		$50.6K Sell
1,100
-1,072
-49% -$52.9K 0.01% 310
2024
Q4 		$109K Buy
2,172
+1,072
+97% +$52.8K 0.01% 256
2024
Q3 		$52.3K Hold
1,100
– – 0.01% 221
2024
Q2 		$50.3K Hold
1,100
– – 0.01% 206
2024
Q1 		$46.3K Hold
1,100
– – 0.01% 132
2023
Q4 		$41.5K Hold
1,100
– – 0.01% 145
2023
Q3 		$37.4K Buy
+1,100
New +$38.7K 0.01% 137

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principle Wealth Partners
Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return
Means Investment Company
Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Quattro Financial Advisors
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

SYM Financial Corp's XLG Position: Q3 2026 in Review

SYM Financial Corp opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q3 2026: 1,051 shares worth $66.9K. The stake represents 0.01% of the portfolio and ranks #465 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in XLG as recently as Q1 2025.

SYM Financial Corp first reported a position in XLG in Q3 2023 and has held it in 8 quarters since. The position peaked at $109K in Q4 2024. 356 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • SYM Financial Corp held 1,051 shares of Invesco S&P 500 Top 50 ETF worth $66.9K as of Q3 2026.
  • Invesco S&P 500 Top 50 ETF was a new SYM Financial Corp position in Q3 2026.
  • Invesco S&P 500 Top 50 ETF made up 0.01% of SYM Financial Corp's portfolio in Q3 2026, its #465 holding.
  • SYM Financial Corp first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2023 and has held it in 8 quarters since.
  • SYM Financial Corp's Invesco S&P 500 Top 50 ETF position peaked at $109K in Q4 2024.
  • 356 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.