West Branch Capital’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

West Branch Capital’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	–	Sell	-190	Closed	-$10.4K	–	393
2026 Q1	$10.4K	Hold	190	–	–	﹤0.01%	226
2025 Q4	$11.3K	Hold	190	–	–	﹤0.01%	252
2025 Q3	$10.9K	Hold	190	–	–	﹤0.01%	266
2025 Q2	$9.9K	Hold	190	–	–	﹤0.01%	270
2025 Q1	$8.74K	Hold	190	–	–	﹤0.01%	297
2024 Q4	$9.49K	Hold	190	–	–	﹤0.01%	272
2024 Q3	$9.03K	Hold	190	–	–	﹤0.01%	284
2024 Q2	$8.69K	Hold	190	–	–	﹤0.01%	286
2024 Q1	$8.01K	Hold	190	–	–	﹤0.01%	292
2023 Q4	$7.17K	Hold	190	–	–	﹤0.01%	303
2023 Q3	$6.45K	Hold	190	–	–	﹤0.01%	315
2023 Q2	$6.64K	Hold	190	–	–	﹤0.01%	317
2023 Q1	$5.9K	Hold	190	–	–	﹤0.01%	335
2022 Q4	$5.24K	Hold	190	–	–	﹤0.01%	336
2022 Q3	$5K	Hold	190	–	–	﹤0.01%	358
2022 Q2	$5K	Hold	190	–	–	﹤0.01%	344
2022 Q1	$7K	Hold	190	–	–	﹤0.01%	333
2021 Q4	$7K	Hold	190	–	–	﹤0.01%	360
2021 Q3	$6K	Hold	190	–	–	﹤0.01%	351
2021 Q2	$6K	Buy	+190	New	+$5.96K	﹤0.01%	365

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

West Branch Capital's XLG Position: Q2 2026 in Review

West Branch Capital sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026, closing a stake of 190 shares — an estimated $10.4K sold.

West Branch Capital first reported a position in XLG in Q2 2021 and held it in 20 quarters. The position peaked at $11.3K in Q4 2025. 184 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

West Branch Capital reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2026 after selling out during the quarter.
West Branch Capital sold 190 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $10.4K.
West Branch Capital first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2021 and held it in 20 quarters.
West Branch Capital's Invesco S&P 500 Top 50 ETF position peaked at $11.3K in Q4 2025.
184 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.