Capital Investment Advisory Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Capital Investment Advisory Services’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	$32.2K	Sell	525 -249	-32%	-$15.2K	﹤0.01%	1018
2026 Q1	$42.2K	Sell	774 -249	-24%	-$14.3K	﹤0.01%	889
2025 Q4	$60.7K	Buy	1,023 +251	+33%	+$14.8K	﹤0.01%	794
2025 Q3	$44.4K	Sell	772 -49	-6%	-$2.68K	﹤0.01%	793
2025 Q2	$42.8K	Buy	821 +1	+0.1%	+$48	﹤0.01%	771
2025 Q1	$37.8K	Buy	820 +1	+0.1%	+$49	﹤0.01%	746
2024 Q4	$40.9K	Hold	819	–	–	﹤0.01%	679
2024 Q3	$38.9K	Buy	819 +1	+0.1%	+$46	﹤0.01%	720
2024 Q2	$37.4K	Buy	818 +1	+0.1%	+$43	﹤0.01%	697
2024 Q1	$34.4K	Sell	817 -118	-13%	-$4.75K	﹤0.01%	706
2023 Q4	$35.3K	Sell	935 -49	-5%	-$1.75K	﹤0.01%	711
2023 Q3	$33.4K	Buy	984 +4	+0.4%	+$141	﹤0.01%	678
2023 Q2	$34.4K	Hold	980	–	–	﹤0.01%	641
2023 Q1	$30.5K	Buy	980 +370	+61%	+$10.9K	﹤0.01%	646
2022 Q4	$16.8K	Hold	610	–	–	﹤0.01%	711
2022 Q3	$16K	Sell	610 -470	-44%	-$14.2K	﹤0.01%	662
2022 Q2	$31K	Sell	1,080 -40	-4%	-$1.25K	﹤0.01%	640
2022 Q1	$39K	Buy	1,120 +10	+0.9%	+$344	﹤0.01%	649
2021 Q4	$41K	Buy	1,110 +560	+102%	+$20K	﹤0.01%	622
2021 Q3	$18K	Hold	550	–	–	﹤0.01%	641
2021 Q2	$18K	Sell	550 -1,000	-65%	-$31.4K	﹤0.01%	673
2021 Q1	$46K	Sell	1,550 -250	-14%	-$7.28K	0.01%	549
2020 Q4	$51K	Hold	1,800	–	–	0.01%	520
2020 Q3	$47K	Hold	1,800	–	–	0.01%	456
2020 Q2	$43K	Buy	1,800 +500	+38%	+$11.2K	0.01%	416
2020 Q1	$25K	Buy	1,300 +1,250	+2,500%	+$28.2K	0.01%	426
2019 Q4	$1K	Hold	50	–	–	﹤0.01%	547
2019 Q3	$1K	Hold	50	–	–	﹤0.01%	1352
2019 Q2	$1K	Hold	50	–	–	﹤0.01%	1371
2019 Q1	$1K	Hold	50	–	–	﹤0.01%	1183
2018 Q4	$1K	Buy	+50	New	+$970	﹤0.01%	1167

Other funds holding XLG

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

LFS

Lighthouse Financial Services Brea, California $476M AUM

Capital Investment Advisory Services's XLG Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 32% in Q2 2026, selling an estimated $15.2K and leaving 525 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Capital Investment Advisory Services first reported a position in XLG in Q4 2018 and has held it in 31 quarters since. The position peaked at $60.7K in Q4 2025. 184 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Capital Investment Advisory Services held 525 shares of Invesco S&P 500 Top 50 ETF worth $32.2K as of Q2 2026.
Capital Investment Advisory Services sold 249 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $15.2K.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1018 holding.
Capital Investment Advisory Services first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2018 and has held it in 31 quarters since.
Capital Investment Advisory Services's Invesco S&P 500 Top 50 ETF position peaked at $60.7K in Q4 2025.
184 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.