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 Q3	$1.64M	Buy	25,714 +19,853	+339%	+$1.23M	0.04%	732
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return

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

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

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

Y-Intercept (HK)'s XLG Position: Q3 2026 in Review

Y-Intercept (HK) increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 339% in Q3 2026, buying an estimated $1.23M and bringing the position to 25,714 shares worth $1.64M. The position accounts for 0.04% of the portfolio, ranked #732.

Y-Intercept (HK) first reported a position in XLG in Q4 2023 and has held it in 8 quarters since. 404 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

Y-Intercept (HK) held 25,714 shares of Invesco S&P 500 Top 50 ETF worth $1.64M as of Q3 2026.
Y-Intercept (HK) bought 19,853 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $1.23M.
Invesco S&P 500 Top 50 ETF made up 0.04% of Y-Intercept (HK)'s portfolio in Q3 2026, its #732 holding.
Y-Intercept (HK) first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 8 quarters since.
404 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.