Kathmere Capital Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Kathmere Capital 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	$886K	Hold	14,463	–	–	0.05%	263
2026 Q1	$789K	Hold	14,463	–	–	0.05%	259
2025 Q4	$857K	Buy	+14,463	New	+$850K	0.06%	220

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

Kathmere Capital Management's XLG Position: Q2 2026 in Review

Kathmere Capital Management held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 14,463 shares worth $886K. The position accounts for 0.05% of the portfolio, ranked #263.

Kathmere Capital Management first reported a position in XLG in Q4 2025 and has held it in 3 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Kathmere Capital Management held 14,463 shares of Invesco S&P 500 Top 50 ETF worth $886K as of Q2 2026.
Kathmere Capital Management left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.05% of Kathmere Capital Management's portfolio in Q2 2026, its #263 holding.
Kathmere Capital Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 3 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.