KCM Investment Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

KCM Investment 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
2026 Q1	$3.26M	Hold	59,775	–	–	0.11%	117
2025 Q4	$3.54M	Hold	59,775	–	–	0.11%	117
2025 Q3	$3.44M	Sell	59,775 -2,500	-4%	-$137K	0.11%	115
2025 Q2	$3.24M	Sell	62,275 -2,081	-3%	-$99K	0.11%	118
2025 Q1	$2.96M	Hold	64,356	–	–	0.11%	125
2024 Q4	$3.22M	Hold	64,356	–	–	0.11%	125
2024 Q3	$3.06M	Hold	64,356	–	–	0.1%	130
2024 Q2	$2.94M	Buy	64,356 +180	+0.3%	+$7.73K	0.11%	123
2024 Q1	$2.7M	Hold	64,176	–	–	0.1%	131
2023 Q4	$2.42M	Sell	64,176 -15	-0%	-$535	0.1%	137
2023 Q3	$2.18M	Buy	64,191 +1	+0%	+$35	0.09%	142
2023 Q2	$2.24M	Sell	64,190 -14,640	-19%	-$477K	0.09%	146
2023 Q1	$2.45M	Buy	78,830 +8,140	+12%	+$239K	0.1%	149
2022 Q4	$1.95M	Sell	70,690 -100	-0.1%	-$2.82K	0.08%	156
2022 Q3	$1.91M	Hold	70,790	–	–	0.09%	154
2022 Q2	$2.03M	Sell	70,790 -1,000	-1%	-$31.2K	0.09%	154
2022 Q1	$2.52M	Hold	71,790	–	–	0.09%	146
2021 Q4	$2.65M	Hold	71,790	–	–	0.09%	154
2021 Q3	$2.37M	Sell	71,790 -980	-1%	-$33.2K	0.09%	151
2021 Q2	$2.37M	Sell	72,770 -1,690	-2%	-$53K	0.1%	146
2021 Q1	$2.21M	Sell	74,460 -450	-0.6%	-$13.1K	0.1%	145
2020 Q4	$2.14M	Hold	74,910	–	–	0.1%	138
2020 Q3	$1.96M	Sell	74,910 -14,890	-17%	-$385K	0.11%	129
2020 Q2	$2.14M	Buy	89,800 +20,340	+29%	+$455K	0.12%	128
2020 Q1	$1.36M	Buy	69,460 +440	+0.6%	+$9.91K	0.09%	136
2019 Q4	$1.61M	Hold	69,020	–	–	0.09%	145
2019 Q3	$1.47M	Buy	69,020 +1,500	+2%	+$31.8K	0.09%	148
2019 Q2	$1.42M	Sell	67,520 -4,390	-6%	-$91K	0.08%	151
2019 Q1	$1.46M	Sell	71,910 -470	-0.6%	-$9.13K	0.09%	148
2018 Q4	$1.3M	Buy	72,380 +3,200	+5%	+$62.1K	0.09%	195
2018 Q3	$1.45M	Buy	69,180 +1,230	+2%	+$25.1K	0.08%	197
2018 Q2	$1.31M	Buy	67,950 +17,070	+34%	+$327K	0.08%	204
2018 Q1	$950K	Buy	50,880 +2,540	+5%	+$49.5K	0.06%	263
2017 Q4	$918K	Buy	48,340 +10	+0%	+$185	0.05%	271
2017 Q3	$860K	Hold	48,330	–	–	0.05%	268
2017 Q2	$827K	Hold	48,330	–	–	0.05%	272
2017 Q1	$807K	Sell	48,330 -300	-0.6%	-$4.92K	0.05%	282
2016 Q4	$766K	Sell	48,630 -330	-0.7%	-$5.07K	0.05%	283
2016 Q3	$748K	Sell	48,960 -12,370	-20%	-$189K	0.05%	293
2016 Q2	$905K	Buy	61,330 +11,420	+23%	+$167K	0.06%	257
2016 Q1	$725K	Hold	49,910	–	–	0.05%	279
2015 Q4	$722K	Sell	49,910 -150	-0.3%	-$2.17K	0.06%	283
2015 Q3	$665K	Sell	50,060 -200	-0.4%	-$2.81K	0.06%	297
2015 Q2	$711K	Sell	50,260 -350	-0.7%	-$5.05K	0.06%	295
2015 Q1	$710K	Buy	50,610 +300	+0.6%	+$4.25K	0.06%	293
2014 Q4	$713K	Buy	50,310 +1,250	+3%	+$17.5K	0.06%	283
2014 Q3	$678K	Hold	49,060	–	–	0.06%	276
2014 Q2	$661K	Sell	49,060 -1,750	-3%	-$23.1K	0.06%	277
2014 Q1	$659K	Hold	50,810	–	–	0.07%	264
2013 Q4	$660K	Sell	50,810 -7,750	-13%	-$96.2K	0.07%	254
2013 Q3	$686K	Buy	58,560 +1,410	+2%	+$16.6K	0.08%	244
2013 Q2	$650K	Buy	+57,150	New	+$656K	0.08%	251

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

KCM Investment Advisors's XLG Position: Q1 2026 in Review

KCM Investment Advisors held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q1 2026 at 59,775 shares worth $3.26M. The position accounts for 0.11% of the portfolio, ranked #117.

KCM Investment Advisors first reported a position in XLG in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.54M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

KCM Investment Advisors held 59,775 shares of Invesco S&P 500 Top 50 ETF worth $3.26M as of Q1 2026.
KCM Investment Advisors left its Invesco S&P 500 Top 50 ETF share count unchanged in Q1 2026.
Invesco S&P 500 Top 50 ETF made up 0.11% of KCM Investment Advisors's portfolio in Q1 2026, its #117 holding.
KCM Investment Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2013 and has held it in 52 quarters since.
KCM Investment Advisors's Invesco S&P 500 Top 50 ETF position peaked at $3.54M in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.