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

Avestar 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	$1.73M	Sell	28,318 -544	-2%	-$33.2K	0.1%	155
2026 Q1	$1.57M	Sell	28,862 -162,049	-85%	-$9.31M	0.1%	153
2025 Q4	$11.3M	Sell	190,911 -4,078	-2%	-$240K	0.73%	23
2025 Q3	$11.2M	Sell	194,989 -15,229	-7%	-$833K	0.73%	23
2025 Q2	$11M	Buy	210,218 +27,160	+15%	+$1.29M	0.75%	24
2025 Q1	$8.42M	Sell	183,058 -7,469	-4%	-$369K	0.73%	24
2024 Q4	$9.52M	Buy	190,527 +1,430	+0.8%	+$70.4K	0.81%	18
2024 Q3	$8.99M	Sell	189,097 -7,427	-4%	-$341K	0.92%	20
2024 Q2	$8.99M	Sell	196,524 -13,126	-6%	-$563K	0.92%	21
2024 Q1	$8.83M	Sell	209,650 -185,566	-47%	-$7.46M	0.93%	23
2023 Q4	$14.9M	Sell	395,216 -86,018	-18%	-$3.07M	1.69%	15
2023 Q3	$16.3M	Sell	481,234 -87,536	-15%	-$3.08M	2.32%	7
2023 Q2	$19.9M	Buy	+568,770	New	+$18.5M	3.19%	4
2023 Q1	–	Sell	-164,550	Closed	-$4.54M	–	356
2022 Q4	$4.54M	Buy	+164,550	New	+$4.64M	0.82%	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

Avestar Capital's XLG Position: Q2 2026 in Review

Avestar Capital reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.9% in Q2 2026, selling an estimated $33.2K and leaving 28,318 shares worth $1.73M. The position accounts for 0.1% of the portfolio, ranked #155.

Avestar Capital first reported a position in XLG in Q4 2022 and has held it in 14 quarters since. The position peaked at $19.9M in Q2 2023. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Avestar Capital held 28,318 shares of Invesco S&P 500 Top 50 ETF worth $1.73M as of Q2 2026.
Avestar Capital sold 544 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $33.2K.
Invesco S&P 500 Top 50 ETF made up 0.1% of Avestar Capital's portfolio in Q2 2026, its #155 holding.
Avestar Capital first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2022 and has held it in 14 quarters since.
Avestar Capital's Invesco S&P 500 Top 50 ETF position peaked at $19.9M in Q2 2023.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.