Client First Capital’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Client First Capital’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	-114,595	Closed	-$6.79M	–	32
2025 Q4	$6.79M	Sell	114,595 -472	-0.4%	-$27.7K	2.86%	9
2025 Q3	$6.62M	Sell	115,067 -3,739	-3%	-$204K	2.95%	9
2025 Q2	$6.19M	Buy	118,806 +953	+0.8%	+$45.3K	2.9%	9
2025 Q1	$5.42M	Buy	117,853 +30,271	+35%	+$1.49M	2.78%	10
2024 Q4	$4.38M	Buy	87,582 +5,977	+7%	+$294K	2.25%	12
2024 Q3	$3.88M	Buy	81,605 +17,631	+28%	+$810K	2.14%	14
2024 Q2	$2.93M	Buy	+63,974	New	+$2.75M	1.76%	13

Other funds holding XLG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Client First Capital's XLG Position: Q1 2026 in Review

Client First Capital sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 114,595 shares — an estimated $6.79M sold.

Client First Capital first reported a position in XLG in Q2 2024 and held it in 7 quarters. The position peaked at $6.79M in Q4 2025. 560 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Client First Capital reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
Client First Capital sold 114,595 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $6.79M.
Client First Capital first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and held it in 7 quarters.
Client First Capital's Invesco S&P 500 Top 50 ETF position peaked at $6.79M in Q4 2025.
560 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Client First Capital's 13F filing for Q1 2026, filed 27 Apr 2026.