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

Wolf Group Capital 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
2025
Q1 		$14.6M Buy
318,090
+282,448
+792% +$13.9M 4.92% 1
2024
Q4 		$12.5M Hold
35,642
– – 6.03% 1
2024
Q3 		$12.5M Sell
35,642
-291,840
-89% -$13.4M 5.92% 1
2024
Q2 		$15M Buy
327,482
+291,840
+819% +$12.5M 5.9% 1
2024
Q1 		$12.5M Hold
35,642
– – 5.92% 1
2023
Q4 		$12.5M Sell
35,642
-310,688
-90% -$11.1M 5.91% 1
2023
Q3 		$11.8M Sell
346,330
-11,510
-3% -$405K 5.56% 1
2023
Q2 		$12M Sell
357,840
-10,290
-3% -$335K 5.97% 1
2023
Q1 		$11.4M Sell
368,130
-27,460
-7% -$805K 5.68% 1
2022
Q4 		$10.9M Buy
395,590
+3,010
+0.8% +$84.9K 5.15% 1
2022
Q3 		$10.6M Sell
392,580
-4,900
-1% -$148K 5.79% 1
2022
Q2 		$11.4M Sell
397,480
-20,330
-5% -$634K 5.92% 1
2022
Q1 		$14.7M Sell
417,810
-886,510
-68% -$30.5M 7.51% 1
2021
Q4 		$48.1M Buy
1,304,320
+858,900
+193% +$30.6M 7.87% 1
2021
Q3 		$14.7M Sell
445,420
-10,570
-2% -$358K 8.01% 1
2021
Q2 		$14.8M Sell
455,990
-14,540
-3% -$456K 7.96% 1
2021
Q1 		$14M Buy
470,530
+6,310
+1% +$184K 8.03% 1
2020
Q4 		$13.2M Buy
464,220
+12,720
+3% +$346K 8.19% 1
2020
Q3 		$11.8M Buy
451,500
+9,700
+2% +$251K 8.23% 1
2020
Q2 		$10.5M Buy
441,800
+317,210
+255% +$7.09M 7.83% 1
2020
Q1 		$2.44M Sell
124,590
-5,110
-4% -$115K 2.03% 16
2019
Q4 		$3.03M Buy
129,700
+3,610
+3% +$80.2K 1.99% 19
2019
Q3 		$2.68M Buy
126,090
+1,800
+1% +$38.2K 1.84% 20
2019
Q2 		$2.61M Buy
124,290
+560
+0.5% +$11.6K 1.81% 22
2019
Q1 		$2.51M Buy
123,730
+1,290
+1% +$25K 1.72% 21
2018
Q4 		$2.2M Buy
122,440
+100
+0.1% +$1.94K 1.64% 23
2018
Q3 		$2.56M Sell
122,340
-10,620
-8% -$217K 1.67% 21
2018
Q2 		$2.56M Buy
+132,960
New +$2.55M 1.67% 18
2018
Q1 		– Sell
-149,870
Closed -$2.85M – 106
2017
Q4 		$2.85M Sell
149,870
-490
-0.3% -$9.06K 1.77% 13
2017
Q3 		$2.72M Sell
150,360
-21,030
-12% -$368K 1.89% 10
2017
Q2 		$2.93M Buy
171,390
+2,320
+1% +$39.4K 2.25% 7
2017
Q1 		$2.82M Sell
169,070
-6,050
-3% -$99.2K 1.85% 18
2016
Q4 		$2.76M Buy
175,120
+21,680
+14% +$333K 1.85% 16
2016
Q3 		$2.34M Sell
153,440
-19,380
-11% -$296K 1.63% 22
2016
Q2 		$2.55M Buy
172,820
+84,760
+96% +$1.24M 1.88% 20
2016
Q1 		$1.28M Buy
88,060
+22,450
+34% +$312K 0.96% 47
2015
Q4 		$949K Buy
+65,610
New +$947K 0.71% 52

Other funds holding XLG

DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wolf Group Capital Advisors's XLG Position: Q1 2025 in Review

Wolf Group Capital Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 792% in Q1 2025, buying an estimated $13.9M and bringing the position to 318,090 shares worth $14.6M. The position accounts for 4.92% of the portfolio, ranked #1.

Wolf Group Capital Advisors first reported a position in XLG in Q4 2015 and has held it in 37 quarters since. The position peaked at $48.1M in Q4 2021. 522 funds tracked by Wall St. Rank hold XLG as of Q1 2025.

  • Wolf Group Capital Advisors held 318,090 shares of Invesco S&P 500 Top 50 ETF worth $14.6M as of Q1 2025.
  • Wolf Group Capital Advisors bought 282,448 Invesco S&P 500 Top 50 ETF shares in Q1 2025, an estimated $13.9M.
  • Invesco S&P 500 Top 50 ETF made up 4.92% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #1 holding.
  • Wolf Group Capital Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2015 and has held it in 37 quarters since.
  • Wolf Group Capital Advisors's Invesco S&P 500 Top 50 ETF position peaked at $48.1M in Q4 2021.
  • 522 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.