Toth Financial Advisory’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Toth Financial Advisory’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	$700	Hold	11	–	–	﹤0.01%	987
2026 Q2	$674	Hold	11	–	–	﹤0.01%	854
2026 Q1	$601	Hold	11	–	–	﹤0.01%	841
2025 Q4	$653	Hold	11	–	–	﹤0.01%	802
2025 Q3	$633	Hold	11	–	–	﹤0.01%	748
2025 Q2	$574	Buy	+11	New	+$523	﹤0.01%	707

Other funds holding XLG

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Toth Financial Advisory's XLG Position: Q3 2026 in Review

Toth Financial Advisory held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q3 2026 at 11 shares worth $700. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Toth Financial Advisory first reported a position in XLG in Q2 2025 and has held it in 6 quarters since. 26 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

Toth Financial Advisory held 11 shares of Invesco S&P 500 Top 50 ETF worth $700 as of Q3 2026.
Toth Financial Advisory left its Invesco S&P 500 Top 50 ETF share count unchanged in Q3 2026.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #987 holding.
Toth Financial Advisory first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and has held it in 6 quarters since.
26 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.