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 Q2	$777K	Sell	12,686 -655	-5%	-$40K	0.49%	39
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 $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Avant Capital's XLG Position: Q2 2026 in Review

Avant Capital reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 4.9% in Q2 2026, selling an estimated $40K and leaving 12,686 shares worth $777K. The position accounts for 0.49% of the portfolio, ranked #39.

Avant Capital first reported a position in XLG in Q4 2021 and has held it in 15 quarters since. The position peaked at $832K in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Avant Capital held 12,686 shares of Invesco S&P 500 Top 50 ETF worth $777K as of Q2 2026.
Avant Capital sold 655 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $40K.
Invesco S&P 500 Top 50 ETF made up 0.49% of Avant Capital's portfolio in Q2 2026, its #39 holding.
Avant Capital first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and has held it in 15 quarters since.
Avant Capital's Invesco S&P 500 Top 50 ETF position peaked at $832K in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Avant Capital's 13F filing for Q2 2026, filed 12 Aug 2026.