DGS Capital Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

DGS Capital Management’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	-3,688	Closed	-$219K	–	707
2025 Q4	$219K	Sell	3,688 -42	-1%	-$2.47K	0.04%	436
2025 Q3	$215K	Sell	3,730 -807	-18%	-$44.1K	0.04%	379
2025 Q2	$236K	Sell	4,537 -715	-14%	-$34K	0.05%	281
2025 Q1	$242K	Sell	5,252 -1,583	-23%	-$78.1K	0.06%	255
2024 Q4	$341K	Sell	6,835 -2,183	-24%	-$107K	0.09%	205
2024 Q3	$429K	Sell	9,018 -1,722	-16%	-$79.1K	0.12%	176
2024 Q2	$491K	Buy	10,740 +1,221	+13%	+$52.4K	0.14%	145
2024 Q1	$401K	Buy	+9,519	New	+$383K	0.11%	163

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

DGS Capital Management's XLG Position: Q1 2026 in Review

DGS Capital Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 3,688 shares — an estimated $219K sold.

DGS Capital Management first reported a position in XLG in Q1 2024 and held it in 8 quarters. The position peaked at $491K in Q2 2024. 564 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

DGS Capital Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
DGS Capital Management sold 3,688 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $219K.
DGS Capital Management first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and held it in 8 quarters.
DGS Capital Management's Invesco S&P 500 Top 50 ETF position peaked at $491K in Q2 2024.
564 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.