Walker Asset Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Walker Asset 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	$2.52M	Buy	41,179 +993	+2%	+$60.6K	1.27%	12
2026 Q1	$2.19M	Buy	40,186 +1,783	+5%	+$102K	1.19%	12
2025 Q4	$2.28M	Sell	38,403 -214	-0.6%	-$12.6K	1.22%	10
2025 Q3	$2.22M	Buy	38,617 +2,148	+6%	+$117K	1.25%	10
2025 Q2	$1.9M	Buy	36,469 +1,708	+5%	+$81.2K	1.1%	12
2025 Q1	$1.6M	Buy	34,761 +282	+0.8%	+$13.9K	0.97%	18
2024 Q4	$1.72M	Buy	34,479 +1,064	+3%	+$52.4K	1.06%	15
2024 Q3	$1.59M	Sell	33,415 -259	-0.8%	-$11.9K	0.99%	16
2024 Q2	$1.54M	Sell	33,674 -1,355	-4%	-$58.2K	1.04%	16
2024 Q1	$1.48M	Buy	35,029 +1,600	+5%	+$64.4K	0.98%	16
2023 Q4	$1.26M	Sell	33,429 -1,879	-5%	-$67.1K	0.91%	19
2023 Q3	$1.2M	Sell	35,308 -212	-0.6%	-$7.45K	1.07%	17
2023 Q2	$1.24M	Sell	35,520 -1,830	-5%	-$59.6K	1.03%	17
2023 Q1	$1.16M	Sell	37,350 -230	-0.6%	-$6.75K	1.01%	18
2022 Q4	$1.04M	Hold	37,580	–	–	0.9%	21
2022 Q3	$1.01M	Buy	37,580 +1,660	+5%	+$50.1K	0.91%	20
2022 Q2	$1.03M	Buy	35,920 +4,390	+14%	+$137K	0.93%	19
2022 Q1	$1.11M	Buy	31,530 +24,770	+366%	+$852K	0.89%	20
2021 Q4	$250K	Buy	+6,760	New	+$241K	0.22%	67

Other funds holding XLG

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

FFA

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

QFA

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

SWM

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

GRWP

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

LFS

Lighthouse Financial Services Brea, California $476M AUM

IIM

IFC & Insurance Marketing Auburn, California $114M AUM

HAS

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

SFO

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

HKIMG

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

Walker Asset Management's XLG Position: Q2 2026 in Review

Walker Asset Management increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.5% in Q2 2026, buying an estimated $60.6K and bringing the position to 41,179 shares worth $2.52M. The position accounts for 1.27% of the portfolio, ranked #12.

Walker Asset Management first reported a position in XLG in Q4 2021 and has held it in 19 quarters since. 101 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Walker Asset Management held 41,179 shares of Invesco S&P 500 Top 50 ETF worth $2.52M as of Q2 2026.
Walker Asset Management bought 993 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $60.6K.
Invesco S&P 500 Top 50 ETF made up 1.27% of Walker Asset Management's portfolio in Q2 2026, its #12 holding.
Walker Asset Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and has held it in 19 quarters since.
101 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.