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

Thoroughbred Financial Services’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 		$13.5M Sell
221,021
-7,974
-3% -$487K 0.65% 34
2026
Q1 		$12.5M Buy
228,995
+23,992
+12% +$1.38M 0.75% 28
2025
Q4 		$12.2M Sell
205,003
-357
-0.2% -$21K 0.72% 31
2025
Q3 		$11.8M Buy
205,360
+18,285
+10% +$1,000K 0.73% 28
2025
Q2 		$9.75M Sell
187,075
-33,328
-15% -$1.59M 0.68% 31
2025
Q1 		$10.1M Buy
220,403
+16,456
+8% +$812K 0.63% 33
2024
Q4 		$10.2M Buy
203,947
+30,595
+18% +$1.51M 0.62% 34
2024
Q3 		$8.24M Buy
173,352
+9,270
+6% +$426K 0.53% 40
2024
Q2 		$7.51M Buy
164,082
+32,403
+25% +$1.39M 0.5% 38
2024
Q1 		$5.55M Sell
131,679
-143,715
-52% -$5.78M 0.53% 44
2023
Q4 		$10.4M Buy
275,394
+174,760
+174% +$6.24M 0.84% 21
2023
Q3 		$3.42M Buy
100,634
+30,634
+44% +$1.08M 0.34% 66
2023
Q2 		$2.45M Buy
70,000
+9,480
+16% +$309K 0.32% 75
2023
Q1 		$1.88M Buy
60,520
+3,800
+7% +$111K 0.28% 93
2022
Q4 		$1.56M Buy
56,720
+11,520
+25% +$325K 0.26% 101
2022
Q3 		$1.22M Buy
45,200
+400
+0.9% +$12.1K 0.23% 105
2022
Q2 		$1.28M Sell
44,800
-1,210
-3% -$37.7K 0.24% 107
2022
Q1 		$1.62M Buy
46,010
+2,720
+6% +$93.5K 0.26% 90
2021
Q4 		$1.6M Buy
43,290
+3,630
+9% +$129K 0.33% 74
2021
Q3 		$1.31M Hold
39,660
– – 0.32% 77
2021
Q2 		$1.29M Hold
39,660
– – 0.32% 78
2021
Q1 		$1.18M Sell
39,660
-690
-2% -$20.1K 0.33% 80
2020
Q4 		$1.15M Sell
40,350
-550
-1% -$15K 0.36% 73
2020
Q3 		$1.07M Buy
40,900
+7,620
+23% +$197K 0.4% 61
2020
Q2 		$792K Buy
+33,280
New +$744K 0.33% 82

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Thoroughbred Financial Services's XLG Position: Q2 2026 in Review

Thoroughbred Financial Services reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.5% in Q2 2026, selling an estimated $487K and leaving 221,021 shares worth $13.5M. The position accounts for 0.65% of the portfolio, ranked #34.

Thoroughbred Financial Services first reported a position in XLG in Q2 2020 and has held it in 25 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Thoroughbred Financial Services held 221,021 shares of Invesco S&P 500 Top 50 ETF worth $13.5M as of Q2 2026.
  • Thoroughbred Financial Services sold 7,974 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $487K.
  • Invesco S&P 500 Top 50 ETF made up 0.65% of Thoroughbred Financial Services's portfolio in Q2 2026, its #34 holding.
  • Thoroughbred Financial Services first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2020 and has held it in 25 quarters since.
  • 583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.