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

Capital Analysts LLC’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 Q1	–	Sell	-157	Closed	-$8K	–	1433
2024 Q4	$8K	Sell	157 -1,025	-87%	-$50.5K	﹤0.01%	1110
2024 Q3	$56K	Buy	1,182 +1,081	+1,070%	+$49.7K	﹤0.01%	696
2024 Q2	$5K	Hold	101	–	–	﹤0.01%	1049
2024 Q1	$4K	Buy	101 +1	+1%	+$40	﹤0.01%	1008
2023 Q4	$4K	Sell	100 -208	-68%	-$7.42K	﹤0.01%	982
2023 Q3	$10K	Buy	+308	New	+$10.8K	﹤0.01%	888
2023 Q1	–	Sell	-2,660	Closed	-$73K	–	1086
2022 Q4	$73K	Hold	2,660	–	–	﹤0.01%	559
2022 Q3	$72K	Hold	2,660	–	–	0.01%	501
2022 Q2	$76K	Buy	2,660 +30	+1%	+$935	0.01%	475
2022 Q1	$92K	Hold	2,630	–	–	0.01%	444
2021 Q4	$97K	Hold	2,630	–	–	0.01%	455
2021 Q3	$87K	Hold	2,630	–	–	0.01%	482
2021 Q2	$86K	Hold	2,630	–	–	0.01%	476
2021 Q1	$78K	Buy	+2,630	New	+$76.6K	0.01%	512

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Capital Analysts LLC's XLG Position: Q1 2025 in Review

Capital Analysts LLC sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2025, closing a stake of 157 shares — an estimated $8K sold.

Capital Analysts LLC first reported a position in XLG in Q1 2021 and held it in 14 quarters. The position peaked at $97K in Q4 2021. 523 funds tracked by Wall St. Rank hold XLG as of Q1 2025.

Capital Analysts LLC reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2025 after selling out during the quarter.
Capital Analysts LLC sold 157 Invesco S&P 500 Top 50 ETF shares in Q1 2025, an estimated $8K.
Capital Analysts LLC first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2021 and held it in 14 quarters.
Capital Analysts LLC's Invesco S&P 500 Top 50 ETF position peaked at $97K in Q4 2021.
523 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2025.

Based on Capital Analysts LLC's 13F filing for Q1 2025, filed 14 May 2025.