J. M. Brown & Associates Inc.’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

J. M. Brown & Associates Inc.’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	$825K	Buy	+13,481	New	+$823K	0.47%	62

Other funds holding XLG

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

Lighthouse Financial Services Brea, California $476M AUM

J. M. Brown & Associates Inc.'s XLG Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 13,481 shares worth $825K. The stake represents 0.47% of the portfolio and ranks #62 among its holdings.

178 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

J. M. Brown & Associates Inc. held 13,481 shares of Invesco S&P 500 Top 50 ETF worth $825K as of Q2 2026.
Invesco S&P 500 Top 50 ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.47% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #62 holding.
178 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.