Valued Wealth Advisors
XLG icon

Valued Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Valued Wealth 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 		– Sell
-8
Closed -$490 – 970
2026
Q2 		$490 Buy
+8
New +$488 ﹤0.01% 844

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principle Wealth Partners
Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return
Means Investment Company
Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bogart Wealth LLC
Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Valued Wealth Advisors's XLG Position: Q3 2026 in Review

Valued Wealth Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2026, closing a stake of 8 shares — an estimated $490 sold.

Valued Wealth Advisors first reported a position in XLG in Q2 2026 and held it in 1 quarter. The position peaked at $490 in Q2 2026. 404 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • Valued Wealth Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2026 after selling out during the quarter.
  • Valued Wealth Advisors sold 8 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $490.
  • Valued Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2026 and held it in 1 quarter.
  • Valued Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $490 in Q2 2026.
  • 404 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.