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Money Concepts Capital’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Money Concepts Capital’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 		$479K Buy
8,786
+71
+0.8% +$4.08K 0.03% 390
2025
Q4 		$517K Sell
8,715
-1,148
-12% -$67.5K 0.03% 345
2025
Q3 		$567K Buy
9,863
+295
+3% +$16.1K 0.04% 306
2025
Q2 		$498K Sell
9,568
-961
-9% -$45.7K 0.03% 308
2025
Q1 		$485K Sell
10,529
-728
-6% -$35.9K 0.04% 298
2024
Q4 		$562K Sell
11,257
-1,949
-15% -$96K 0.04% 283
2024
Q3 		$628K Buy
13,206
+1,260
+11% +$57.9K 0.05% 266
2024
Q2 		$547K Sell
11,946
-168
-1% -$7.21K 0.05% 275
2024
Q1 		$510K Sell
12,114
-1,289
-10% -$51.8K 0.05% 286
2023
Q4 		$506K Hold
13,403
– – 0.05% 275
2023
Q3 		$455K Sell
13,403
-697
-5% -$24.5K 0.05% 255
2023
Q2 		$493K Sell
14,100
-140,020
-91% -$4.56M 0.05% 253
2023
Q1 		$147K Buy
154,120
+138,130
+864% +$4.05M 0.01% 423
2022
Q4 		$441K Sell
15,990
-220
-1% -$6.21K 0.02% 459
2022
Q3 		$436K Sell
16,210
-1,130
-7% -$34.1K 0.03% 307
2022
Q2 		$501K Sell
17,340
-4,710
-21% -$147K 0.04% 280
2022
Q1 		$775K Sell
22,050
-40,170
-65% -$1.38M 0.04% 340
2021
Q4 		$2.3M Buy
+62,220
New +$2.22M 0.19% 121

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Money Concepts Capital's XLG Position: Q1 2026 in Review

Money Concepts Capital increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.81% in Q1 2026, buying an estimated $4.08K and bringing the position to 8,786 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #390.

Money Concepts Capital first reported a position in XLG in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.3M in Q4 2021. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Money Concepts Capital held 8,786 shares of Invesco S&P 500 Top 50 ETF worth $479K as of Q1 2026.
  • Money Concepts Capital bought 71 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $4.08K.
  • Invesco S&P 500 Top 50 ETF made up 0.03% of Money Concepts Capital's portfolio in Q1 2026, its #390 holding.
  • Money Concepts Capital first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and has held it in 18 quarters since.
  • Money Concepts Capital's Invesco S&P 500 Top 50 ETF position peaked at $2.3M in Q4 2021.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.