Public ownership evidence

Invesco S&P 500 Top 50 ETF (XLG) Ownership Disclosures

Read XLG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco S&P 500 Top 50 ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
72
Value (USD)
$4,417
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read XLG fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read XLG fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2972$4,417None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2910,238$471,141None
Corient Private Wealth LP2026-06-302026-08-288,244$504,768None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28173$10,593None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28173$9,437None
Redwood Investment Management, LLC2025-06-302026-08-2726,876$1,400,000None
Redwood Investment Management, LLC2025-09-302026-08-2729,650$1,705,000None
Redwood Investment Management, LLC2025-12-312026-08-2766,486$3,941,000None
Jackson Wealth Management, LLC2026-06-302026-08-215,503$337,000None
Kingsview Wealth Management, LLC2026-06-302026-08-2016,786$1,027,781None
Goodwin Investment Advisory2026-06-302026-08-2033,660$2,061,001None
Archer Investment Corp2026-06-302026-08-201,234$75,558None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20198,614$12,161,154None
Beacon Pointe Advisors, LLC2026-06-302026-08-1920,798$1,273,482None
Copia Wealth Management2026-06-302026-08-1936,210$2,217,138None
Caitlin John, LLC2026-06-302026-08-181,217$74,532None
Corient Private Wealth LP2026-06-302026-08-188,244$504,767None
Asset Allocation Strategies LLC2026-06-302026-08-1871,036$4,349,535None
Empowered Funds, LLC2026-06-302026-08-1822,900$1,402,167None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18575,169$35,234,863None
Nalls Sherbakoff Group, LLC2026-06-302026-08-18150$9,185None
Nalls Sherbakoff Group, LLC2026-03-312026-08-18150$8,183None
Equitable Holdings, Inc.2026-06-302026-08-18318,702$19,514,104None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-18210,983$12,918,000None
Thompson David Blair2024-12-312026-08-155,856$292,566None
Thompson David Blair2026-06-302026-08-153,331$203,957None
Thompson David Blair2025-12-312026-08-156,712$397,887None
Hopwood Nicholas Hunter2026-03-312026-08-1579,093$4,314,541None
Hopwood Nicholas Hunter2025-12-312026-08-1580,122$4,749,642None
Sequent Planning LLC2026-06-302026-08-1525,741$1,576,093None
Murphy & Mullick Capital Management Corp2026-06-302026-08-15300$18,369None
Bawa N Mallick Trust2026-06-302026-08-1590,000$5,510,700None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15110,063$6,739,157None
Modern Wealth Management, LLC2026-06-302026-08-1512,560$769,049None
Mutual Advisors, LLC2026-06-302026-08-1587,793$5,375,580None
Milestone Investment Advisors LLC2026-06-302026-08-1591$5,572None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1510,575$647,507None
Vertex Planning Partners, LLC2026-06-302026-08-1512,874$788,264None
Perennial Investment Advisors, LLC2026-06-302026-08-153,757$230,064None
KANE INVESTMENT MANAGEMENT, INC.2026-06-302026-08-1511,639$712,664None
KCM INVESTMENT ADVISORS LLC2026-06-302026-08-1554,775$3,353,883None
Ameritas Advisory Services, LLC2026-06-302026-08-15147,911$9,056,610None
NFSG Corp2026-06-302026-08-1518,514$1,133,612None
WCG Wealth Advisors LLC2026-06-302026-08-1511,591$709,720None
Western Wealth Management, LLC2026-06-302026-08-1555,099$3,373,699None
MAGNOLIA CAPITAL ADVISORS LLC2026-06-302026-08-1531,134$1,906,335None
Stonebrook Private Inc.2026-06-302026-08-1530,133$1,845,016None
Foundations Investment Advisors, LLC2026-06-302026-08-1516,658$1,019,942None
Qube Research & Technologies Ltd2026-06-302026-08-15272,205$16,667,112None
IFG Advisory, LLC2026-06-302026-08-1573,133$4,477,940None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗Jackson Wealth Management, LLC ↗Kingsview Wealth Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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