City Center Advisors LLC’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

City Center Advisors LLC’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	$3.77M	Buy	61,579 +4,236	+7%	+$259K	3.05%	4
2026 Q1	$3.13M	Sell	57,343 -4,708	-8%	-$270K	2.89%	4
2025 Q4	$3.68M	Sell	62,051 -4,820	-7%	-$283K	3.39%	4
2025 Q3	$3.85M	Buy	66,871 +12,127	+22%	+$663K	3.74%	4
2025 Q2	$2.85M	Sell	54,744 -6,715	-11%	-$319K	3.06%	5
2025 Q1	$2.83M	Buy	61,459 +34,593	+129%	+$1.71M	3.3%	4
2024 Q4	$1.34M	Buy	+26,866	New	+$1.32M	1.51%	9

Other funds holding XLG

Wealth Enhancement Advisory Services

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

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

Lighthouse Financial Services Brea, California $476M AUM

IFC & Insurance Marketing Auburn, California $114M AUM

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return