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 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

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

Cadent Capital Advisors's XLG Position: Q2 2026 in Review

Cadent Capital Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.27% in Q2 2026, buying an estimated $1.59K and bringing the position to 9,723 shares worth $595K. The position accounts for 0.12% of the portfolio, ranked #115.

Cadent Capital Advisors first reported a position in XLG in Q3 2025 and has held it in 4 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Cadent Capital Advisors held 9,723 shares of Invesco S&P 500 Top 50 ETF worth $595K as of Q2 2026.
Cadent Capital Advisors bought 26 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $1.59K.
Invesco S&P 500 Top 50 ETF made up 0.12% of Cadent Capital Advisors's portfolio in Q2 2026, its #115 holding.
Cadent Capital Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2025 and has held it in 4 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Cadent Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.