The Wealth Group
XLG icon

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
Q3 		$385K Buy
5,985
+2,440
+69% +$152K 0.07% 65
2026
Q2 		$217K Buy
+3,545
New +$216K 0.04% 86

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bogart Wealth LLC
Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 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

The Wealth Group's XLG Position: Q3 2026 in Review

The Wealth Group increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 69% in Q3 2026, buying an estimated $152K and bringing the position to 5,985 shares worth $385K. The position accounts for 0.07% of the portfolio, ranked #65.

The Wealth Group first reported a position in XLG in Q2 2026 and has held it in 2 quarters since. 400 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • The Wealth Group held 5,985 shares of Invesco S&P 500 Top 50 ETF worth $385K as of Q3 2026.
  • The Wealth Group bought 2,440 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $152K.
  • Invesco S&P 500 Top 50 ETF made up 0.07% of The Wealth Group's portfolio in Q3 2026, its #65 holding.
  • The Wealth Group first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2026 and has held it in 2 quarters since.
  • 400 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.