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

Evergreen 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	$437K	Hold	8,020	–	–	0.01%	877
2025 Q4	$475K	Hold	8,020	–	–	0.01%	777
2025 Q3	$461K	Hold	8,020	–	–	0.01%	705
2025 Q2	$418K	Hold	8,020	–	–	0.01%	643
2025 Q1	$369K	Hold	8,020	–	–	0.01%	635
2024 Q4	$401K	Hold	8,020	–	–	0.01%	592
2024 Q3	$381K	Hold	8,020	–	–	0.01%	614
2024 Q2	$367K	Hold	8,020	–	–	0.01%	577
2024 Q1	$338K	Hold	8,020	–	–	0.01%	591
2023 Q4	$303K	Hold	8,020	–	–	0.01%	592
2023 Q3	$272K	Hold	8,020	–	–	0.01%	592
2023 Q2	$280K	Hold	8,020	–	–	0.01%	586
2023 Q1	$249K	Hold	8,020	–	–	0.01%	577
2022 Q4	$221K	Hold	8,020	–	–	0.01%	577
2022 Q3	$216K	Hold	8,020	–	–	0.01%	535
2022 Q2	$230K	Hold	8,020	–	–	0.01%	490
2022 Q1	$282K	Hold	8,020	–	–	0.01%	501
2021 Q4	$296K	Hold	8,020	–	–	0.01%	483
2021 Q3	$265K	Hold	8,020	–	–	0.01%	473
2021 Q2	$261K	Hold	8,020	–	–	0.01%	448
2021 Q1	$238K	Hold	8,020	–	–	0.01%	443
2020 Q4	$229K	Hold	8,020	–	–	0.01%	393
2020 Q3	$210K	Buy	+8,020	New	+$207K	0.01%	388

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

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

Evergreen Capital Management held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q1 2026 at 8,020 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #877.

Evergreen Capital Management first reported a position in XLG in Q3 2020 and has held it in 23 quarters since. The position peaked at $475K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Evergreen Capital Management held 8,020 shares of Invesco S&P 500 Top 50 ETF worth $437K as of Q1 2026.
Evergreen Capital Management left its Invesco S&P 500 Top 50 ETF share count unchanged in Q1 2026.
Invesco S&P 500 Top 50 ETF made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #877 holding.
Evergreen Capital Management first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2020 and has held it in 23 quarters since.
Evergreen Capital Management's Invesco S&P 500 Top 50 ETF position peaked at $475K in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.