CoreCap Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

CoreCap Advisors’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 Q3	$2M	Sell	31,437 -4,255	-12%	-$265K	0.06%	254
2026 Q2	$2.19M	Sell	35,692 -3,117	-8%	-$190K	0.06%	239
2026 Q1	$2.12M	Buy	38,809 +5,831	+18%	+$335K	0.07%	228
2025 Q4	$1.95M	Buy	32,978 +16,309	+98%	+$959K	0.07%	242
2025 Q3	$959K	Buy	16,669 +6,396	+62%	+$350K	0.03%	380
2025 Q2	$535K	Buy	10,273 +8,901	+649%	+$423K	0.02%	498
2025 Q1	$63.1K	Buy	+1,372	New	+$67.7K	﹤0.01%	1074
2021 Q4	–	Hold	0	–	–	–	2289

Other funds holding XLG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Polaris Financial Partners Westerville, Ohio $223M AUM

Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

CoreCap Advisors's XLG Position: Q3 2026 in Review

CoreCap Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 12% in Q3 2026, selling an estimated $265K and leaving 31,437 shares worth $2M. The position accounts for 0.06% of the portfolio, ranked #254.

CoreCap Advisors first reported a position in XLG in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.19M in Q2 2026. 152 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

CoreCap Advisors held 31,437 shares of Invesco S&P 500 Top 50 ETF worth $2M as of Q3 2026.
CoreCap Advisors sold 4,255 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $265K.
Invesco S&P 500 Top 50 ETF made up 0.06% of CoreCap Advisors's portfolio in Q3 2026, its #254 holding.
CoreCap Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 7 quarters since.
CoreCap Advisors's Invesco S&P 500 Top 50 ETF position peaked at $2.19M in Q2 2026.
152 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.