WealthPlan Investment Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

WealthPlan Investment 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	$2.27M	Sell	37,000 -4,067	-10%	-$248K	0.11%	154
2026 Q1	$2.24M	Buy	41,067 +114	+0.3%	+$6.55K	0.12%	147
2025 Q4	$2.43M	Buy	40,953 +2,385	+6%	+$140K	0.15%	122
2025 Q3	$2.22M	Hold	38,568	–	–	0.15%	121
2025 Q2	$2.01M	Buy	+38,568	New	+$1.83M	0.15%	125

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WealthPlan Investment Management's XLG Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 9.9% in Q2 2026, selling an estimated $248K and leaving 37,000 shares worth $2.27M. The position accounts for 0.11% of the portfolio, ranked #154.

WealthPlan Investment Management first reported a position in XLG in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.43M in Q4 2025. 231 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

WealthPlan Investment Management held 37,000 shares of Invesco S&P 500 Top 50 ETF worth $2.27M as of Q2 2026.
WealthPlan Investment Management sold 4,067 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $248K.
Invesco S&P 500 Top 50 ETF made up 0.11% of WealthPlan Investment Management's portfolio in Q2 2026, its #154 holding.
WealthPlan Investment Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and has held it in 5 quarters since.
WealthPlan Investment Management's Invesco S&P 500 Top 50 ETF position peaked at $2.43M in Q4 2025.
231 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.