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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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $238M AUM
LFS
Lighthouse Financial Services Brea, California $476M AUM
IIM
IFC & Insurance Marketing Auburn, California $114M AUM
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

Wedmont Private Capital's XLG Position: Q2 2026 in Review

Wedmont Private Capital held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 9,641 shares worth $598K. The position accounts for 0.02% of the portfolio, ranked #498.

Wedmont Private Capital first reported a position in XLG in Q2 2024 and has held it in 9 quarters since. 93 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Wedmont Private Capital held 9,641 shares of Invesco S&P 500 Top 50 ETF worth $598K as of Q2 2026.
  • Wedmont Private Capital left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Top 50 ETF made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #498 holding.
  • Wedmont Private Capital first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 9 quarters since.
  • 93 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.