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

Soundwatch 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
2025 Q4	–	Sell	-6,622	Closed	-$381K	–	49
2025 Q3	$381K	Sell	6,622 -3,429,684	-100%	-$188M	0.06%	25
2025 Q2	$3.41M	Buy	+3,436,306	New	+$163M	0.58%	35
2023 Q3	–	Sell	-16,740	Closed	-$314K	–	36
2023 Q2	$314K	Buy	16,740 +8,990	+116%	+$293K	0.08%	23
2023 Q1	$241K	Buy	+7,750	New	+$227K	0.06%	22
2022 Q1	–	Sell	-10,650	Closed	-$393K	–	34
2021 Q4	$393K	Sell	10,650 -250	-2%	-$8.91K	0.08%	24
2021 Q3	$360K	Buy	+10,900	New	+$369K	0.04%	21
2021 Q2	–	Sell	-7,020	Closed	-$208K	–	25
2021 Q1	$208K	Sell	7,020 -4,420	-39%	-$129K	0.08%	25
2020 Q4	$326K	Sell	11,440 -2,690	-19%	-$73.2K	0.22%	15
2020 Q3	$370K	Buy	14,130 +290	+2%	+$7.49K	0.12%	16
2020 Q2	$329K	Buy	+13,840	New	+$309K	0.2%	16

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

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

Soundwatch Capital's XLG Position: Q4 2025 in Review

Soundwatch Capital sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2025, closing a stake of 6,622 shares — an estimated $381K sold.

Soundwatch Capital first reported a position in XLG in Q2 2020 and held it in 10 quarters. The position peaked at $3.41M in Q2 2025. 641 funds tracked by Wall St. Rank hold XLG as of Q4 2025.

Soundwatch Capital reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2025 after selling out during the quarter.
Soundwatch Capital sold 6,622 Invesco S&P 500 Top 50 ETF shares in Q4 2025, an estimated $381K.
Soundwatch Capital first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2020 and held it in 10 quarters.
Soundwatch Capital's Invesco S&P 500 Top 50 ETF position peaked at $3.41M in Q2 2025.
641 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2025.

Based on Soundwatch Capital's 13F filing for Q4 2025, filed 10 Feb 2026.