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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kane Investment Management's XLG Position: Q1 2026 in Review

Kane Investment Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 15% in Q1 2026, selling an estimated $237K and leaving 22,813 shares worth $1.24M. The position accounts for 0.64% of the portfolio, ranked #39.

Kane Investment Management first reported a position in XLG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.15M in Q4 2024. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Kane Investment Management held 22,813 shares of Invesco S&P 500 Top 50 ETF worth $1.24M as of Q1 2026.
Kane Investment Management sold 4,121 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $237K.
Invesco S&P 500 Top 50 ETF made up 0.64% of Kane Investment Management's portfolio in Q1 2026, its #39 holding.
Kane Investment Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 6 quarters since.
Kane Investment Management's Invesco S&P 500 Top 50 ETF position peaked at $2.15M in Q4 2024.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Kane Investment Management's 13F filing for Q1 2026, filed 14 May 2026.