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

Sapient 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 Q2	$2.41M	Sell	39,396 -787	-2%	-$48K	0.03%	141
2026 Q1	$2.19M	Hold	40,183	–	–	0.03%	150
2025 Q4	$2.39M	Sell	40,183 -3,717	-8%	-$218K	0.03%	146
2025 Q3	$2.52M	Hold	43,900	–	–	0.04%	136
2025 Q2	$2.29M	Sell	43,900 -4,909	-10%	-$234K	0.04%	132
2025 Q1	$2.25M	Sell	48,809 -2,829	-5%	-$140K	0.04%	137
2024 Q4	$2.58M	Sell	51,638 -23,502	-31%	-$1.16M	0.05%	126
2024 Q3	$3.57M	Sell	75,140 -4,297	-5%	-$197K	0.07%	105
2024 Q2	$3.63M	Buy	79,437 +14	+0%	+$601	0.08%	100
2024 Q1	$3.35M	Sell	79,423 -1,836	-2%	-$73.9K	0.07%	111
2023 Q4	$3.07M	Buy	+81,259	New	+$2.9M	0.08%	111

Other funds holding XLG

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

IFC & Insurance Marketing Auburn, California $114M AUM

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return