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 Q3	$346K	Sell	5,440 -520	-9%	-$32.3K	0.26%	48
2026 Q2	$365K	Buy	5,960 +1,039	+21%	+$63.4K	0.29%	44
2026 Q1	$268K	Sell	4,921 -24,312	-83%	-$1.4M	0.55%	45
2025 Q4	$1.73M	Buy	29,233 +649	+2%	+$38.2K	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 $468B AUM 17.69% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Capital CS Group's XLG Position: Q3 2026 in Review

Capital CS Group reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 8.7% in Q3 2026, selling an estimated $32.3K and leaving 5,440 shares worth $346K. The position accounts for 0.26% of the portfolio, ranked #48.

Capital CS Group first reported a position in XLG in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.73M in Q4 2025. 356 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

Capital CS Group held 5,440 shares of Invesco S&P 500 Top 50 ETF worth $346K as of Q3 2026.
Capital CS Group sold 520 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $32.3K.
Invesco S&P 500 Top 50 ETF made up 0.26% of Capital CS Group's portfolio in Q3 2026, its #48 holding.
Capital CS Group first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 10 quarters since.
Capital CS Group's Invesco S&P 500 Top 50 ETF position peaked at $1.73M in Q4 2025.
356 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Capital CS Group's 13F filing for Q3 2026, filed 29 Oct 2026.