The Wealth Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

The Wealth Group’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	$217K	Buy	+3,545	New	+$216K	0.04%	86

Other funds holding XLG

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

Lighthouse Financial Services Brea, California $476M AUM

IFC & Insurance Marketing Auburn, California $114M AUM

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

The Wealth Group's XLG Position: Q2 2026 in Review

The Wealth Group opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 3,545 shares worth $217K. The stake represents 0.04% of the portfolio and ranks #86 among its holdings.

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

The Wealth Group held 3,545 shares of Invesco S&P 500 Top 50 ETF worth $217K as of Q2 2026.
Invesco S&P 500 Top 50 ETF was a new The Wealth Group position in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.04% of The Wealth Group's portfolio in Q2 2026, its #86 holding.
101 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.