XLG — INVESCO EXCHANGE TRADED FD T

Ownership history in Client First Capital LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Client First Capital LLC reported a position in INVESCO EXCHANGE TRADED FD T (XLG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.95% (2025 Q3)
Avg. % of fund
2.52%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 114,595 -472 -0.4% 2.86% $6.8M $59.28
2025 Q3 REDUCED 115,067 -3,739 -3.1% 2.95% $6.6M $57.43
2025 Q2 ADDED 118,806 +953 +0.8% 2.90% $6.2M $51.93
2025 Q1 ADDED 117,853 +30,271 +34.6% 2.78% $5.4M $45.78
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% of Fund (quarterly)    XLG price (monthly, adj. close)

Other funds also holding XLG

As of 2025 Q4 — sorted by position size

Demars Financial Group, LLC 3Y 15.77% Cedar Wealth Management, LLC 3Y 7Y 10.06% Cyr Financial Inc. 8.54% QUATTRO FINANCIAL ADVISORS LLC 3Y 7Y 8.29% Principle Wealth Partners LLC 3Y 8.23% POM Investment Strategies, LLC 7.87% MEANS INVESTMENT CO., INC. 3Y 7.31% Green Ridge Wealth Planning LLC 6.54% Oxford Wealth Group, LLC 6.09% QUANTIFY CHAOS ADVISORS, LLC 5.77%
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