Capstone Wealth Management Group, Inc.’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Capstone Wealth Management Group, Inc.’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	$2.63M	Buy	+43,013	New	+$2.63M	1.59%	18

Other funds holding XLG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s XLG Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 43,013 shares worth $2.63M. The stake represents 1.59% of the portfolio and ranks #18 among its holdings.

232 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Capstone Wealth Management Group, Inc. held 43,013 shares of Invesco S&P 500 Top 50 ETF worth $2.63M as of Q2 2026.
Invesco S&P 500 Top 50 ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 1.59% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #18 holding.
232 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.