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

WealthBridge Capital Management’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 Q2	–	Sell	-6,046	Closed	-$278K	–	220
2025 Q1	$278K	Buy	6,046 +107	+2%	+$5.28K	0.08%	167
2024 Q4	$297K	Buy	5,939 +1,242	+26%	+$61.1K	0.08%	155
2024 Q3	$223K	Buy	+4,697	New	+$216K	0.06%	194
2024 Q2	–	Sell	-4,855	Closed	-$205K	–	203
2024 Q1	$205K	Buy	+4,855	New	+$195K	0.07%	186
2019 Q1	–	Sell	-1,000	Closed	-$18K	–	1083
2018 Q4	$18K	Buy	+1,000	New	+$19.4K	0.01%	433

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

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

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

PWP

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthBridge Capital Management's XLG Position: Q2 2025 in Review

WealthBridge Capital Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2025, closing a stake of 6,046 shares — an estimated $278K sold.

WealthBridge Capital Management first reported a position in XLG in Q4 2018 and held it in 5 quarters. The position peaked at $297K in Q4 2024. 551 funds tracked by Wall St. Rank hold XLG as of Q2 2025.

WealthBridge Capital Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2025 after selling out during the quarter.
WealthBridge Capital Management sold 6,046 Invesco S&P 500 Top 50 ETF shares in Q2 2025, an estimated $278K.
WealthBridge Capital Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2018 and held it in 5 quarters.
WealthBridge Capital Management's Invesco S&P 500 Top 50 ETF position peaked at $297K in Q4 2024.
551 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2025.

Based on WealthBridge Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.