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

Capital CS Group’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 Q1	$268K	Sell	4,921 -24,312	-83%	-$1.4M	0.55%	45
2025 Q4	$1.73M	Buy	29,233 +649	+2%	+$38.1K	2.67%	8
2025 Q3	$1.64M	Buy	28,584 +1,000	+4%	+$54.7K	2.59%	8
2025 Q2	$1.44M	Buy	27,584 +5,521	+25%	+$263K	2.33%	7
2025 Q1	$1.02M	Buy	22,063 +1,146	+5%	+$56.6K	1.64%	12
2024 Q4	$1.04M	Sell	20,917 -6,359	-23%	-$313K	1.37%	9
2024 Q3	$1.3M	Sell	27,276 -4,238	-13%	-$195K	1.53%	5
2024 Q2	$1.44M	Buy	+31,514	New	+$1.35M	1.61%	7

Other funds holding XLG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital CS Group's XLG Position: Q1 2026 in Review

Capital CS Group reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 83% in Q1 2026, selling an estimated $1.4M and leaving 4,921 shares worth $268K. The position accounts for 0.55% of the portfolio, ranked #45.

Capital CS Group first reported a position in XLG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.73M in Q4 2025. 561 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Capital CS Group held 4,921 shares of Invesco S&P 500 Top 50 ETF worth $268K as of Q1 2026.
Capital CS Group sold 24,312 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $1.4M.
Invesco S&P 500 Top 50 ETF made up 0.55% of Capital CS Group's portfolio in Q1 2026, its #45 holding.
Capital CS Group first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 8 quarters since.
Capital CS Group's Invesco S&P 500 Top 50 ETF position peaked at $1.73M in Q4 2025.
561 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Capital CS Group's 13F filing for Q1 2026, filed 13 May 2026.