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

Capital Wealth Alliance’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 		$378K Sell
6,922
-12,588
-65% -$723K 0.17% 68
2025
Q4 		$1.15M Buy
19,510
+745
+4% +$43.8K 0.49% 31
2025
Q3 		$1.08M Buy
18,765
+6,565
+54% +$359K 0.54% 30
2025
Q2 		$636K Sell
12,200
-1,211
-9% -$57.6K 0.34% 44
2025
Q1 		$617K Sell
13,411
-16,062
-54% -$793K 0.37% 38
2024
Q4 		$1.47M Buy
29,473
+5,653
+24% +$278K 0.83% 26
2024
Q3 		$1.13M Sell
23,820
-18,049
-43% -$829K 0.66% 33
2024
Q2 		$1.92M Buy
41,869
+437
+1% +$18.8K 1.09% 24
2024
Q1 		$1.75M Sell
41,432
-20,603
-33% -$829K 1.03% 24
2023
Q4 		$2.34M Buy
+62,035
New +$2.21M 1.61% 18
2023
Q3 		– Sell
-6,140
Closed -$215K – 112
2023
Q2 		$215K Buy
+6,140
New +$200K 0.16% 97
2023
Q1 		– Sell
-21,020
Closed -$580K – 124
2022
Q4 		$580K Buy
21,020
+5,480
+35% +$155K 0.49% 50
2022
Q3 		$418K Sell
15,540
-5,450
-26% -$164K 0.35% 61
2022
Q2 		$601K Buy
20,990
+5,400
+35% +$168K 0.42% 57
2022
Q1 		$547K Buy
15,590
+3,080
+25% +$106K 0.33% 72
2021
Q4 		$461K Buy
+12,510
New +$446K 0.27% 88
2021
Q1 		– Sell
-12,320
Closed -$359K – 143
2020
Q4 		$359K Sell
12,320
-80
-0.6% -$2.18K 0.26% 81
2020
Q3 		$325K Sell
12,400
-20
-0.2% -$517 0.29% 73
2020
Q2 		$295K Sell
12,420
-4,060
-25% -$90.8K 0.31% 69
2020
Q1 		$322K Buy
+16,480
New +$371K 0.34% 70

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Wealth Alliance's XLG Position: Q1 2026 in Review

Capital Wealth Alliance reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 65% in Q1 2026, selling an estimated $723K and leaving 6,922 shares worth $378K. The position accounts for 0.17% of the portfolio, ranked #68.

Capital Wealth Alliance first reported a position in XLG in Q1 2020 and has held it in 20 quarters since. The position peaked at $2.34M in Q4 2023. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Capital Wealth Alliance held 6,922 shares of Invesco S&P 500 Top 50 ETF worth $378K as of Q1 2026.
  • Capital Wealth Alliance sold 12,588 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $723K.
  • Invesco S&P 500 Top 50 ETF made up 0.17% of Capital Wealth Alliance's portfolio in Q1 2026, its #68 holding.
  • Capital Wealth Alliance first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2020 and has held it in 20 quarters since.
  • Capital Wealth Alliance's Invesco S&P 500 Top 50 ETF position peaked at $2.34M in Q4 2023.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Capital Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.