Y-Intercept (HK)’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Y-Intercept (HK)’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	$359K	Buy	+5,861	New	+$358K	0.01%	1415
2026 Q1	–	Sell	-11,474	Closed	-$680K	–	2118
2025 Q4	$680K	Buy	+11,474	New	+$674K	0.02%	1139
2025 Q1	–	Sell	-12,950	Closed	-$647K	–	1661
2024 Q4	$647K	Buy	12,950 +133	+1%	+$6.55K	0.04%	613
2024 Q3	$609K	Sell	12,817 -16,396	-56%	-$753K	0.04%	681
2024 Q2	$1.34M	Buy	29,213 +20,379	+231%	+$875K	0.07%	377
2024 Q1	$372K	Sell	8,834 -6,753	-43%	-$272K	0.03%	857
2023 Q4	$588K	Buy	+15,587	New	+$556K	0.05%	524

Other funds holding XLG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Vision Retirement Ridgewood, New Jersey $414M AUM

Y-Intercept (HK)'s XLG Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 5,861 shares worth $359K. The stake represents 0.01% of the portfolio and ranks #1415 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in XLG as recently as Q4 2025.

Y-Intercept (HK) first reported a position in XLG in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.34M in Q2 2024. 163 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Y-Intercept (HK) held 5,861 shares of Invesco S&P 500 Top 50 ETF worth $359K as of Q2 2026.
Invesco S&P 500 Top 50 ETF was a new Y-Intercept (HK) position in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1415 holding.
Y-Intercept (HK) first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 7 quarters since.
Y-Intercept (HK)'s Invesco S&P 500 Top 50 ETF position peaked at $1.34M in Q2 2024.
163 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.