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

Capstone Wealth Management Group (Pennsylvania)’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	–	Sell	-161,674	Closed	-$9.58M	–	101
2025 Q4	$9.58M	Sell	161,674 -19,187	-11%	-$1.13M	4.02%	10
2025 Q3	$10.4M	Buy	+180,861	New	+$9.89M	4.41%	7
2025 Q1	–	Sell	-111,657	Closed	-$5.58M	–	82
2024 Q4	$5.58M	Buy	111,657 +16,452	+17%	+$810K	2.99%	11
2024 Q3	$4.53M	Buy	95,205 +14,111	+17%	+$648K	2.68%	11
2024 Q2	$3.71M	Buy	81,094 +17,551	+28%	+$753K	2.43%	12
2024 Q1	$2.68M	Buy	+63,543	New	+$2.56M	1.92%	15

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Capstone Wealth Management Group (Pennsylvania) sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 161,674 shares — an estimated $9.58M sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in XLG in Q1 2024 and held it in 6 quarters. The position peaked at $10.4M in Q3 2025. 564 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Capstone Wealth Management Group (Pennsylvania) reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 161,674 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $9.58M.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and held it in 6 quarters.
Capstone Wealth Management Group (Pennsylvania)'s Invesco S&P 500 Top 50 ETF position peaked at $10.4M in Q3 2025.
564 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.