Valeo Financial Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Valeo Financial Advisors’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	$238K	Buy	3,739 +6	+0.2%	+$373	0.01%	714
2026 Q2	$229K	Buy	3,733 +7	+0.2%	+$427	﹤0.01%	721
2026 Q1	$203K	Sell	3,726 -24	-0.6%	-$1.38K	﹤0.01%	681
2025 Q4	$222K	Buy	3,750 +36	+1%	+$2.12K	﹤0.01%	722
2025 Q3	$214K	Buy	+3,714	New	+$203K	﹤0.01%	736
2025 Q1	–	Sell	-4,293	Closed	-$214K	–	788
2024 Q4	$214K	Buy	+4,293	New	+$211K	0.01%	646
2021 Q2	–	Sell	-580	Closed	-$17K	–	1858
2021 Q1	$17K	Hold	580	–	–	﹤0.01%	1234
2020 Q4	$17K	Hold	580	–	–	﹤0.01%	1075
2020 Q3	$15K	Buy	+580	New	+$15K	﹤0.01%	993

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

Valeo Financial Advisors's XLG Position: Q3 2026 in Review

Valeo Financial Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.16% in Q3 2026, buying an estimated $373 and bringing the position to 3,739 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #714.

Valeo Financial Advisors first reported a position in XLG in Q3 2020 and has held it in 9 quarters since. 26 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

Valeo Financial Advisors held 3,739 shares of Invesco S&P 500 Top 50 ETF worth $238K as of Q3 2026.
Valeo Financial Advisors bought 6 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $373.
Invesco S&P 500 Top 50 ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #714 holding.
Valeo Financial Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2020 and has held it in 9 quarters since.
26 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

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