XY Planning Network’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

XY Planning Network’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	$827K	Buy	13,005 +8,074	+164%	+$502K	0.09%	177
2026 Q2	$302K	Buy	+4,931	New	+$301K	0.04%	287
2026 Q1	–	Sell	-33,263	Closed	-$1.97M	–	280
2025 Q4	$1.97M	Buy	+33,263	New	+$1.96M	0.34%	73

Other funds holding XLG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Polaris Financial Partners Westerville, Ohio $223M AUM

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 Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

XY Planning Network's XLG Position: Q3 2026 in Review

XY Planning Network increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 164% in Q3 2026, buying an estimated $502K and bringing the position to 13,005 shares worth $827K. The position accounts for 0.09% of the portfolio, ranked #177.

XY Planning Network first reported a position in XLG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.97M in Q4 2025. 176 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

XY Planning Network held 13,005 shares of Invesco S&P 500 Top 50 ETF worth $827K as of Q3 2026.
XY Planning Network bought 8,074 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $502K.
Invesco S&P 500 Top 50 ETF made up 0.09% of XY Planning Network's portfolio in Q3 2026, its #177 holding.
XY Planning Network first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 3 quarters since.
XY Planning Network's Invesco S&P 500 Top 50 ETF position peaked at $1.97M in Q4 2025.
176 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.