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

Cadent Capital Advisors’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 Q3	$626K	Buy	9,847 +124	+1%	+$7.71K	0.13%	103
2026 Q2	$595K	Buy	9,723 +26	+0.3%	+$1.59K	0.12%	115
2026 Q1	$529K	Buy	9,697 +249	+3%	+$14.3K	0.14%	101
2025 Q4	$560K	Buy	9,448 +392	+4%	+$23K	0.14%	103
2025 Q3	$521K	Buy	+9,056	New	+$495K	0.14%	109

Other funds holding XLG

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Cadent Capital Advisors's XLG Position: Q3 2026 in Review

Cadent Capital Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.3% in Q3 2026, buying an estimated $7.71K and bringing the position to 9,847 shares worth $626K. The position accounts for 0.13% of the portfolio, ranked #103.

Cadent Capital Advisors first reported a position in XLG in Q3 2025 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

Cadent Capital Advisors held 9,847 shares of Invesco S&P 500 Top 50 ETF worth $626K as of Q3 2026.
Cadent Capital Advisors bought 124 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $7.71K.
Invesco S&P 500 Top 50 ETF made up 0.13% of Cadent Capital Advisors's portfolio in Q3 2026, its #103 holding.
Cadent Capital Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2025 and has held it in 5 quarters since.
26 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.