ECM
XLG icon

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

Ethos 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
Q2 		$1.15M Sell
18,705
-6,768
-27% -$413K 0.82% 32
2026
Q1 		$1.39M Sell
25,473
-6,663
-21% -$383K 1.19% 35
2025
Q4 		$1.91M Buy
+32,136
New +$1.89M 1.79% 10

Other funds holding XLG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Ethos Capital Management's XLG Position: Q2 2026 in Review

Ethos Capital Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 27% in Q2 2026, selling an estimated $413K and leaving 18,705 shares worth $1.15M. The position accounts for 0.82% of the portfolio, ranked #32.

Ethos Capital Management first reported a position in XLG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.91M in Q4 2025. 328 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Ethos Capital Management held 18,705 shares of Invesco S&P 500 Top 50 ETF worth $1.15M as of Q2 2026.
  • Ethos Capital Management sold 6,768 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $413K.
  • Invesco S&P 500 Top 50 ETF made up 0.82% of Ethos Capital Management's portfolio in Q2 2026, its #32 holding.
  • Ethos Capital Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 3 quarters since.
  • Ethos Capital Management's Invesco S&P 500 Top 50 ETF position peaked at $1.91M in Q4 2025.
  • 328 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Ethos Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.