Walker Asset Management
XLG icon

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
Q3 		$2.6M Sell
40,868
-311
-0.8% -$19.3K 1.32% 11
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% -$6.74K 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Quattro Financial Advisors
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
Polaris Financial Partners
Polaris Financial Partners Westerville, Ohio $223M AUM
Cyr Financial
Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Walker Asset Management's XLG Position: Q3 2026 in Review

Walker Asset Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.76% in Q3 2026, selling an estimated $19.3K and leaving 40,868 shares worth $2.6M. The position accounts for 1.32% of the portfolio, ranked #11.

Walker Asset Management first reported a position in XLG in Q4 2021 and has held it in 20 quarters since. 176 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • Walker Asset Management held 40,868 shares of Invesco S&P 500 Top 50 ETF worth $2.6M as of Q3 2026.
  • Walker Asset Management sold 311 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $19.3K.
  • Invesco S&P 500 Top 50 ETF made up 1.32% of Walker Asset Management's portfolio in Q3 2026, its #11 holding.
  • Walker Asset Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and has held it in 20 quarters since.
  • 176 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Walker Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.