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

Fortis Capital 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 Q1	–	Sell	-15,141	Closed	-$898K	–	422
2025 Q4	$898K	Buy	15,141 +40	+0.3%	+$2.35K	0.13%	140
2025 Q3	$869K	Buy	+15,101	New	+$826K	0.14%	129
2025 Q1	–	Sell	-43,341	Closed	-$2.02M	–	296
2024 Q4	$2.02M	Sell	43,341 -23,146	-35%	-$1.14M	0.69%	21
2024 Q3	$3.16M	Buy	+66,487	New	+$3.06M	1.06%	14

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

Fortis Capital Advisors's XLG Position: Q1 2026 in Review

Fortis Capital Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 15,141 shares — an estimated $898K sold.

Fortis Capital Advisors first reported a position in XLG in Q3 2024 and held it in 4 quarters. The position peaked at $3.16M in Q3 2024. 564 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Fortis Capital Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
Fortis Capital Advisors sold 15,141 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $898K.
Fortis Capital Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and held it in 4 quarters.
Fortis Capital Advisors's Invesco S&P 500 Top 50 ETF position peaked at $3.16M in Q3 2024.
564 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

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