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

Wedmont Private 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
Q3 		$622K Hold
9,641
– – 0.01% 527
2026
Q2 		$598K Hold
9,641
– – 0.02% 498
2026
Q1 		$544K Hold
9,641
– – 0.02% 465
2025
Q4 		$573K Hold
9,641
– – 0.02% 425
2025
Q3 		$557K Hold
9,641
– – 0.02% 435
2025
Q2 		$506K Buy
9,641
+1,044
+12% +$49.7K 0.02% 426
2025
Q1 		$382K Sell
8,597
-420
-5% -$20.7K 0.02% 446
2024
Q4 		$446K Buy
9,017
+420
+5% +$20.7K 0.02% 421
2024
Q3 		$404K Sell
8,597
-1,860
-18% -$85.5K 0.02% 426
2024
Q2 		$494K Buy
+10,457
New +$449K 0.03% 347

Other funds holding XLG

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Wedmont Private Capital's XLG Position: Q3 2026 in Review

Wedmont Private Capital held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q3 2026 at 9,641 shares worth $622K. The position accounts for 0.01% of the portfolio, ranked #527.

Wedmont Private Capital first reported a position in XLG in Q2 2024 and has held it in 10 quarters since. 26 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • Wedmont Private Capital held 9,641 shares of Invesco S&P 500 Top 50 ETF worth $622K as of Q3 2026.
  • Wedmont Private Capital left its Invesco S&P 500 Top 50 ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 Top 50 ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #527 holding.
  • Wedmont Private Capital first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 10 quarters since.
  • 26 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.