Kane Investment Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Kane Investment 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
2026 Q2	$713K	Sell	11,639 -11,174	-49%	-$682K	0.3%	61
2026 Q1	$1.24M	Sell	22,813 -4,121	-15%	-$237K	0.64%	39
2025 Q4	$1.6M	Buy	26,934 +2,290	+9%	+$135K	0.77%	35
2025 Q3	$1.42M	Sell	24,644 -419	-2%	-$22.9K	0.69%	36
2025 Q2	$1.31M	Sell	25,063 -6,455	-20%	-$307K	0.69%	36
2025 Q1	$1.45M	Sell	31,518 -11,432	-27%	-$564K	0.7%	28
2024 Q4	$2.15M	Buy	+42,950	New	+$2.11M	1.2%	18

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kane Investment Management's XLG Position: Q2 2026 in Review

Kane Investment Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 49% in Q2 2026, selling an estimated $682K and leaving 11,639 shares worth $713K. The position accounts for 0.3% of the portfolio, ranked #61.

Kane Investment Management first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.15M in Q4 2024. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Kane Investment Management held 11,639 shares of Invesco S&P 500 Top 50 ETF worth $713K as of Q2 2026.
Kane Investment Management sold 11,174 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $682K.
Invesco S&P 500 Top 50 ETF made up 0.3% of Kane Investment Management's portfolio in Q2 2026, its #61 holding.
Kane Investment Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
Kane Investment Management's Invesco S&P 500 Top 50 ETF position peaked at $2.15M in Q4 2024.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Kane Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.