CWMGO
XLG icon

Capstone Wealth Management Group (Oregon)’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$2.43M Buy
44,505
+183
+0.4% +$10.5K 1.49% 21
2025
Q4 		$2.63M Buy
44,322
+101
+0.2% +$5.94K 1.59% 19
2025
Q3 		$2.54M Sell
44,221
-205
-0.5% -$11.2K 1.62% 17
2025
Q2 		$2.31M Sell
44,426
-3,798
-8% -$181K 1.68% 19
2025
Q1 		$2.22M Buy
48,224
+11,266
+30% +$556K 1.77% 18
2024
Q4 		$1.85M Buy
+36,958
New +$1.82M 1.4% 20

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

Capstone Wealth Management Group (Oregon)'s XLG Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.41% in Q1 2026, buying an estimated $10.5K and bringing the position to 44,505 shares worth $2.43M. The position accounts for 1.49% of the portfolio, ranked #21.

Capstone Wealth Management Group (Oregon) first reported a position in XLG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.63M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) held 44,505 shares of Invesco S&P 500 Top 50 ETF worth $2.43M as of Q1 2026.
  • Capstone Wealth Management Group (Oregon) bought 183 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $10.5K.
  • Invesco S&P 500 Top 50 ETF made up 1.49% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #21 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 6 quarters since.
  • Capstone Wealth Management Group (Oregon)'s Invesco S&P 500 Top 50 ETF position peaked at $2.63M in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.