Carson Wealth (CWM LLC)’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.49M | Buy |
100,634
+1,669
| +2% | +$95.9K | 0.01% | 775 |
|
|
2025
Q4 | $5.87M | Buy |
98,965
+8,363
| +9% | +$492K | 0.02% | 713 |
|
|
2025
Q3 | $5.21M | Buy |
90,602
+320
| +0.4% | +$17.5K | 0.02% | 696 |
|
|
2025
Q2 | $4.7M | Buy |
90,282
+4,501
| +5% | +$214K | 0.02% | 604 |
|
|
2025
Q1 | $3.95M | Buy |
85,781
+36,822
| +75% | +$1.82M | 0.02% | 592 |
|
|
2024
Q4 | $2.45M | Buy |
48,959
+16,182
| +49% | +$797K | 0.01% | 707 |
|
|
2024
Q3 | $1.56M | Buy |
32,777
+436
| +1% | +$20K | 0.01% | 814 |
|
|
2024
Q2 | $1.48M | Sell |
32,341
-3,378
| -9% | -$145K | 0.01% | 728 |
|
|
2024
Q1 | $1.5M | Buy |
35,719
+33,039
| +1,233% | +$1.33M | 0.01% | 704 |
|
|
2023
Q4 | $101K | Sell |
2,680
-348
| -11% | -$12.4K | ﹤0.01% | 1772 |
|
|
2023
Q3 | $103K | Buy |
3,028
+348
| +13% | +$12.2K | ﹤0.01% | 1613 |
|
|
2023
Q2 | $94K | Hold |
2,680
| – | – | ﹤0.01% | 1605 |
|
|
2023
Q1 | $83K | Hold |
2,680
| – | – | ﹤0.01% | 1586 |
|
|
2022
Q4 | $74K | Hold |
2,680
| – | – | ﹤0.01% | 1518 |
|
|
2022
Q3 | $72K | Hold |
2,680
| – | – | ﹤0.01% | 1492 |
|
|
2022
Q2 | $77K | Hold |
2,680
| – | – | ﹤0.01% | 1425 |
|
|
2022
Q1 | $94K | Hold |
2,680
| – | – | ﹤0.01% | 1351 |
|
|
2021
Q4 | $99K | Buy |
+2,680
| New | +$95.5K | ﹤0.01% | 1298 |
|
|
2021
Q2 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 1577 |
|
|
2021
Q1 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 1577 |
|
|
2020
Q4 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 1577 |
|
|
2020
Q3 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 1577 |
|
|
2020
Q2 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 1577 |
|
|
2020
Q1 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 1577 |
|
|
2019
Q4 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 1577 |
|
|
2019
Q3 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 1577 |
|
|
2019
Q2 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 1577 |
|
|
2019
Q1 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 1577 |
|
|
2018
Q4 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1183 |
|
|
2018
Q3 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 943 |
|
|
2018
Q2 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 853 |
|
|
2018
Q1 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 720 |
|
|
2017
Q4 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 713 |
|
|
2017
Q3 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 734 |
|
|
2017
Q2 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 674 |
|
|
2017
Q1 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 633 |
|
|
2016
Q4 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 642 |
|
|
2016
Q3 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 611 |
|
|
2016
Q2 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 504 |
|
|
2016
Q1 | $15K | Buy |
+1,000
| New | +$13.9K | ﹤0.01% | 484 |
|
Other funds holding XLG
PWP
JFGIW
Carson Wealth (CWM LLC)'s XLG Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.7% in Q1 2026, buying an estimated $95.9K and bringing the position to 100,634 shares worth $5.49M. The position accounts for 0.01% of the portfolio, ranked #775.
Carson Wealth (CWM LLC) first reported a position in XLG in Q1 2016 and has held it in 40 quarters since. The position peaked at $5.87M in Q4 2025. 562 funds tracked by Wall St. Rank hold XLG as of Q1 2026.
- Carson Wealth (CWM LLC) held 100,634 shares of Invesco S&P 500 Top 50 ETF worth $5.49M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 1,669 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $95.9K.
- Invesco S&P 500 Top 50 ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #775 holding.
- Carson Wealth (CWM LLC) first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2016 and has held it in 40 quarters since.
- Carson Wealth (CWM LLC)'s Invesco S&P 500 Top 50 ETF position peaked at $5.87M in Q4 2025.
- 562 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.