U.S. Capital Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

U.S. Capital Wealth Advisors’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	$623K	Sell	11,415 -84,483	-88%	-$4.85M	0.02%	627
2025 Q4	$5.68M	Sell	95,898 -66,318	-41%	-$3.9M	0.15%	172
2025 Q3	$9.33M	Buy	162,216 +95,665	+144%	+$5.23M	0.25%	99
2025 Q2	$3.47M	Buy	66,551 +26,665	+67%	+$1.27M	0.1%	209
2025 Q1	$1.84M	Buy	39,886 +8,502	+27%	+$420K	0.06%	311
2024 Q4	$1.57M	Buy	31,384 +12,733	+68%	+$627K	0.05%	342
2024 Q3	$886K	Sell	18,651 -169,851	-90%	-$7.81M	0.03%	369
2024 Q2	$8.62M	Buy	188,502 +4,959	+3%	+$213K	0.33%	67
2024 Q1	$7.73M	Sell	183,543 -273	-0.1%	-$11K	0.3%	76
2023 Q4	$6.93M	Buy	+183,816	New	+$6.56M	0.27%	83

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

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

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

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

U.S. Capital Wealth Advisors's XLG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 88% in Q1 2026, selling an estimated $4.85M and leaving 11,415 shares worth $623K. The position accounts for 0.02% of the portfolio, ranked #627.

U.S. Capital Wealth Advisors first reported a position in XLG in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.33M in Q3 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

U.S. Capital Wealth Advisors held 11,415 shares of Invesco S&P 500 Top 50 ETF worth $623K as of Q1 2026.
U.S. Capital Wealth Advisors sold 84,483 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $4.85M.
Invesco S&P 500 Top 50 ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #627 holding.
U.S. Capital Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 10 quarters since.
U.S. Capital Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $9.33M in Q3 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.