Trust Company of Vermont’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Trust Company of Vermont’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	$14.6K	Buy	+239	New	+$14.6K	﹤0.01%	845
2025 Q4	$14.2K	Hold	239	–	–	﹤0.01%	802
2025 Q3	$13.7K	Hold	239	–	–	﹤0.01%	784
2025 Q2	$12.5K	Hold	239	–	–	﹤0.01%	787
2025 Q1	$11K	Buy	+239	New	+$11.8K	﹤0.01%	757
2020 Q4	–	Sell	-110	Closed	-$3K	–	791
2020 Q3	$3K	Sell	110 -40	-27%	-$1.03K	﹤0.01%	693
2020 Q2	$4K	Buy	+150	New	+$3.35K	﹤0.01%	710

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BWL

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

DFG

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

Trust Company of Vermont's XLG Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 239 shares worth $14.6K. The stake represents ﹤0.01% of the portfolio and ranks #845 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in XLG as recently as Q4 2025.

Trust Company of Vermont first reported a position in XLG in Q2 2020 and has held it in 7 quarters since. 371 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Trust Company of Vermont held 239 shares of Invesco S&P 500 Top 50 ETF worth $14.6K as of Q2 2026.
Invesco S&P 500 Top 50 ETF was a new Trust Company of Vermont position in Q2 2026.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #845 holding.
Trust Company of Vermont first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2020 and has held it in 7 quarters since.
371 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.