Valley Brook Capital Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Valley Brook Capital Group’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	$745K	Buy	12,170 +1,442	+13%	+$88K	0.42%	61
2026 Q1	$585K	Buy	10,728 +2,913	+37%	+$167K	0.39%	61
2025 Q4	$463K	Buy	7,815 +515	+7%	+$30.3K	0.31%	69
2025 Q3	$420K	Buy	7,300 +100	+1%	+$5.47K	0.28%	77
2025 Q2	$375K	Buy	7,200 +625	+10%	+$29.7K	0.28%	84
2025 Q1	$303K	Buy	6,575 +720	+12%	+$35.5K	0.24%	89
2024 Q4	$293K	Buy	5,855 +350	+6%	+$17.2K	0.22%	93
2024 Q3	$262K	Buy	5,505 +285	+5%	+$13.1K	0.19%	100
2024 Q2	$239K	Buy	+5,220	New	+$224K	0.19%	101

Other funds holding XLG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Valley Brook Capital Group's XLG Position: Q2 2026 in Review

Valley Brook Capital Group increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 13% in Q2 2026, buying an estimated $88K and bringing the position to 12,170 shares worth $745K. The position accounts for 0.42% of the portfolio, ranked #61.

Valley Brook Capital Group first reported a position in XLG in Q2 2024 and has held it in 9 quarters since. 344 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Valley Brook Capital Group held 12,170 shares of Invesco S&P 500 Top 50 ETF worth $745K as of Q2 2026.
Valley Brook Capital Group bought 1,442 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $88K.
Invesco S&P 500 Top 50 ETF made up 0.42% of Valley Brook Capital Group's portfolio in Q2 2026, its #61 holding.
Valley Brook Capital Group first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 9 quarters since.
344 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.