Vermillion Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Vermillion Wealth Management’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	$55.1K	Buy	+900	New	+$54.9K	0.01%	577

Other funds holding XLG

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

Lighthouse Financial Services Brea, California $476M AUM

IFC & Insurance Marketing Auburn, California $114M AUM

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return