Avant Capital’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Avant Capital’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 Q1	$728K	Sell	13,341 -701	-5%	-$40.3K	0.51%	38
2025 Q4	$832K	Buy	14,042 +542	+4%	+$31.9K	0.57%	37
2025 Q3	$777K	Buy	13,500 +594	+5%	+$32.5K	0.55%	36
2025 Q2	$672K	Sell	12,906 -394	-3%	-$18.7K	0.52%	36
2025 Q1	$612K	Buy	13,300 +305	+2%	+$15.1K	0.51%	36
2024 Q4	$649K	Buy	+12,995	New	+$640K	0.54%	35
2023 Q3	$398K	Sell	11,713 -207	-2%	-$7.28K	0.45%	39
2023 Q2	$417K	Buy	11,920 +430	+4%	+$14K	0.46%	38
2023 Q1	$357K	Sell	11,490 -280	-2%	-$8.21K	0.41%	43
2022 Q4	$325K	Sell	11,770 -1,550	-12%	-$43.7K	0.4%	43
2022 Q3	$358K	Buy	13,320 +50	+0.4%	+$1.51K	0.48%	39
2022 Q2	$380K	Sell	13,270 -90	-0.7%	-$2.81K	0.49%	38
2022 Q1	$469K	Sell	13,360 -150	-1%	-$5.16K	0.52%	35
2021 Q4	$499K	Buy	+13,510	New	+$482K	0.55%	34

Other funds holding XLG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avant Capital's XLG Position: Q1 2026 in Review

Avant Capital reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 5% in Q1 2026, selling an estimated $40.3K and leaving 13,341 shares worth $728K. The position accounts for 0.51% of the portfolio, ranked #38.

Avant Capital first reported a position in XLG in Q4 2021 and has held it in 14 quarters since. The position peaked at $832K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Avant Capital held 13,341 shares of Invesco S&P 500 Top 50 ETF worth $728K as of Q1 2026.
Avant Capital sold 701 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $40.3K.
Invesco S&P 500 Top 50 ETF made up 0.51% of Avant Capital's portfolio in Q1 2026, its #38 holding.
Avant Capital first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and has held it in 14 quarters since.
Avant Capital's Invesco S&P 500 Top 50 ETF position peaked at $832K in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Avant Capital's 13F filing for Q1 2026, filed 12 May 2026.