XPN
XLG icon

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

XY Planning Network's XLG Position: Q2 2026 in Review

XY Planning Network opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 4,931 shares worth $302K. The stake represents 0.04% of the portfolio and ranks #287 among its holdings. This is a return to the name: XY Planning Network previously reported a position in XLG as recently as Q4 2025.

XY Planning Network first reported a position in XLG in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.97M in Q4 2025. 184 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • XY Planning Network held 4,931 shares of Invesco S&P 500 Top 50 ETF worth $302K as of Q2 2026.
  • Invesco S&P 500 Top 50 ETF was a new XY Planning Network position in Q2 2026.
  • Invesco S&P 500 Top 50 ETF made up 0.04% of XY Planning Network's portfolio in Q2 2026, its #287 holding.
  • XY Planning Network first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 2 quarters since.
  • XY Planning Network's Invesco S&P 500 Top 50 ETF position peaked at $1.97M in Q4 2025.
  • 184 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.