CAWM
XLG icon

Capital A Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-12
Closed -$552 – 851
2025
Q1 		$552 Buy
+12
New +$592 ﹤0.01% 616

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital A Wealth Management's XLG Position: Q2 2025 in Review

Capital A Wealth Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2025, closing a stake of 12 shares — an estimated $552 sold.

Capital A Wealth Management first reported a position in XLG in Q1 2025 and held it in 1 quarter. The position peaked at $552 in Q1 2025. 550 funds tracked by Wall St. Rank hold XLG as of Q2 2025.

  • Capital A Wealth Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 12 Invesco S&P 500 Top 50 ETF shares in Q2 2025, an estimated $552.
  • Capital A Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $552 in Q1 2025.
  • 550 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.