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

Transcendent Capital Group’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	-64,897	Closed	-$3.73M	–	133
2025 Q3	$3.73M	Buy	+64,897	New	+$3.55M	1.67%	15
2025 Q1	–	Sell	-180	Closed	-$8.97K	–	429
2024 Q4	$8.97K	Buy	180 +84	+88%	+$4.13K	﹤0.01%	351
2024 Q3	$4.58K	Buy	96 +43	+81%	+$1.98K	﹤0.01%	398
2024 Q2	$2.44K	Buy	53 +14	+36%	+$601	﹤0.01%	376
2024 Q1	$1.66K	Hold	39	–	–	﹤0.01%	374
2023 Q4	$1.48K	Buy	+39	New	+$1.39K	﹤0.01%	321

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

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

Transcendent Capital Group's XLG Position: Q4 2025 in Review

Transcendent Capital Group sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2025, closing a stake of 64,897 shares — an estimated $3.73M sold.

Transcendent Capital Group first reported a position in XLG in Q4 2023 and held it in 6 quarters. The position peaked at $3.73M in Q3 2025. 645 funds tracked by Wall St. Rank hold XLG as of Q4 2025.

Transcendent Capital Group reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2025 after selling out during the quarter.
Transcendent Capital Group sold 64,897 Invesco S&P 500 Top 50 ETF shares in Q4 2025, an estimated $3.73M.
Transcendent Capital Group first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and held it in 6 quarters.
Transcendent Capital Group's Invesco S&P 500 Top 50 ETF position peaked at $3.73M in Q3 2025.
645 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2025.

Based on Transcendent Capital Group's 13F filing for Q4 2025, filed 26 Jan 2026.