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 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Valeo Financial Advisors's XLG Position: Q2 2026 in Review

Valeo Financial Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.19% in Q2 2026, buying an estimated $427 and bringing the position to 3,733 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Valeo Financial Advisors first reported a position in XLG in Q3 2020 and has held it in 8 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Valeo Financial Advisors held 3,733 shares of Invesco S&P 500 Top 50 ETF worth $229K as of Q2 2026.
Valeo Financial Advisors bought 7 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $427.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #721 holding.
Valeo Financial Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2020 and has held it in 8 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.