Bank of New Hampshire XLG — Invesco S&P 500 Top 50 ETF

Ownership history in Bank of New Hampshire  ·  10 quarters on record

AI Ownership Summary

Bank of New Hampshire reported Invesco S&P 500 Top 50 ETF (XLG) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.09% in 2024 Q2. The latest visible filing shows XLG at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XLG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bank of New Hampshire's position in Invesco S&P 500 Top 50 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

XLG was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLG stock page Bank of New Hampshire fund profile Bank of New Hampshire full holdings
How Bank of New Hampshire held XLG — position size vs. price
% of Fund (quarterly)    XLG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 4,130 -770 -15.7% 0.06% $263K 2026-10-06 $65.04
2026 Q2 REDUCED 10.4% +4.3% ❌ 4,900 -570 -10.4% 0.06% $300K 2026-07-14 $61.62
2026 Q1 REDUCED 13.4% +11.1% ❌ 5,470 -850 -13.4% 0.07% $298K 2026-04-13 $57.27
2025 Q4 UNCHANGED — — — 6,320 — 0% 0.08% $375K 2026-03-16 $56.09
2025 Q3 UNCHANGED — — — 6,320 — 0% 0.08% $364K 2025-10-02 $57.37
2025 Q2 UNCHANGED — — — 6,320 — 0% 0.08% $329K 2025-07-09 $52.09
2025 Q1 UNCHANGED — — — 6,320 — 0% 0.08% $291K 2025-04-14 $44.19
2024 Q4 UNCHANGED — — — 6,320 — 0% 0.08% $316K 2025-01-07 $49.65
2024 Q3 REDUCED 16.5% +6.0% ❌ 6,320 -1,250 -16.5% 0.08% $300K 2024-10-07 $46.31
2024 Q2 INITIATED — — — 7,570 — — 0.09% $346K 2024-07-01 $45.41

🏢 Other funds also holding XLG

As of 2026 Q3 — sorted by position size

Polaris Financial Partners 9.59% QUATTRO FINANCIAL ADVISORS LLC 3Y 7Y 6.35% Green Ridge Wealth Planning LLC 5.63% City Center Advisors, LLC 3.42% Summit Financial Consulting LLC 3.06% Bulwark Capital Corp 2.16% Cannon Advisors, Inc. 1.85% FORONJY FINANCIAL LLC 1.46% Walker Asset Management, LLC 3Y 1.32% RIA Advisory Group LLC 3Y 1.07%

FAQ About Bank of New Hampshire and XLG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bank of New Hampshire reported owning XLG?

Bank of New Hampshire reported XLG across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported XLG position in Bank of New Hampshire's portfolio?

The largest reported portfolio weight for XLG was 0.09% in 2024 Q2.

What is the latest reported XLG position on this page?

The most recent filing on this page is 2026 Q3, when Bank of New Hampshire reported 4,130 shares, equal to 0.06% of portfolio, with an estimated market value of $263K.

What does the chart on this XLG ownership page compare?

The chart compares Bank of New Hampshire's quarterly XLG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bank of New Hampshire time their XLG position?

Based on 13F filing dates vs. subsequent XLG price moves, Bank of New Hampshire correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on XLG relative to SPY over the holding period was +161.4%.

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