Wealthcare Advisory Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Wealthcare Advisory 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	$1.21M	Buy	19,719 +42	+0.2%	+$2.56K	0.02%	469
2026 Q1	$1.07M	Sell	19,677 -1,927	-9%	-$111K	0.02%	504
2025 Q4	$1.28M	Buy	21,604 +2,009	+10%	+$118K	0.03%	452
2025 Q3	$1.13M	Sell	19,595 -35	-0.2%	-$1.91K	0.02%	470
2025 Q2	$1.02M	Buy	19,630 +1,107	+6%	+$52.7K	0.02%	478
2025 Q1	$852K	Buy	18,523 +2,737	+17%	+$135K	0.02%	475
2024 Q4	$789K	Buy	15,786 +5,276	+50%	+$260K	0.02%	472
2024 Q3	$500K	Sell	10,510 -1,331	-11%	-$61.2K	0.01%	567
2024 Q2	$542K	Buy	11,841 +4,346	+58%	+$187K	0.02%	520
2024 Q1	$316K	Buy	+7,495	New	+$301K	0.01%	651
2021 Q2	–	Sell	-1,680	Closed	-$50K	–	1897
2021 Q1	$50K	Buy	+1,680	New	+$48.9K	﹤0.01%	875

Other funds holding XLG

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

GRWP

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

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealthcare Advisory Partners's XLG Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.21% in Q2 2026, buying an estimated $2.56K and bringing the position to 19,719 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #469.

Wealthcare Advisory Partners first reported a position in XLG in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.28M in Q4 2025. 184 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Wealthcare Advisory Partners held 19,719 shares of Invesco S&P 500 Top 50 ETF worth $1.21M as of Q2 2026.
Wealthcare Advisory Partners bought 42 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $2.56K.
Invesco S&P 500 Top 50 ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #469 holding.
Wealthcare Advisory Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2021 and has held it in 11 quarters since.
Wealthcare Advisory Partners's Invesco S&P 500 Top 50 ETF position peaked at $1.28M in Q4 2025.
184 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.