Vertex Planning Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Vertex Planning Partners’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	$788K	Sell	12,874 -3,100	-19%	-$189K	0.12%	73
2026 Q1	$871K	Sell	15,974 -155,517	-91%	-$8.93M	0.17%	59
2025 Q4	$10.2M	Buy	171,491 +1,877	+1%	+$110K	2.36%	12
2025 Q3	$9.76M	Buy	169,614 +85,572	+102%	+$4.68M	1.87%	13
2025 Q2	$4.38M	Buy	84,042 +29,683	+55%	+$1.41M	0.91%	26
2025 Q1	$2.5M	Buy	+54,359	New	+$2.68M	0.55%	37
2024 Q1	–	Sell	-28,960	Closed	-$1.09M	–	166
2023 Q4	$1.09M	Buy	+28,960	New	+$1.03M	0.32%	37

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

Vertex Planning Partners's XLG Position: Q2 2026 in Review

Vertex Planning Partners reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 19% in Q2 2026, selling an estimated $189K and leaving 12,874 shares worth $788K. The position accounts for 0.12% of the portfolio, ranked #73.

Vertex Planning Partners first reported a position in XLG in Q4 2023 and has held it in 7 quarters since. The position peaked at $10.2M in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Vertex Planning Partners held 12,874 shares of Invesco S&P 500 Top 50 ETF worth $788K as of Q2 2026.
Vertex Planning Partners sold 3,100 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $189K.
Invesco S&P 500 Top 50 ETF made up 0.12% of Vertex Planning Partners's portfolio in Q2 2026, its #73 holding.
Vertex Planning Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 7 quarters since.
Vertex Planning Partners's Invesco S&P 500 Top 50 ETF position peaked at $10.2M in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.