Union Savings Bank’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Union Savings Bank’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	$39.9K	Buy	+652	New	+$39.8K	0.02%	217

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

Union Savings Bank's XLG Position: Q2 2026 in Review

Union Savings Bank opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 652 shares worth $39.9K. The stake represents 0.02% of the portfolio and ranks #217 among its holdings.

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

Union Savings Bank held 652 shares of Invesco S&P 500 Top 50 ETF worth $39.9K as of Q2 2026.
Invesco S&P 500 Top 50 ETF was a new Union Savings Bank position in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.02% of Union Savings Bank's portfolio in Q2 2026, its #217 holding.
371 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.