Keating Financial Advisory Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Keating Financial Advisory Services’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	$3.67K	Sell	60 -2,911	-98%	-$178K	﹤0.01%	1692
2026 Q1	$162K	Hold	2,971	–	–	0.03%	365
2025 Q4	$176K	Buy	+2,971	New	+$175K	0.02%	391

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

Keating Financial Advisory Services's XLG Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 98% in Q2 2026, selling an estimated $178K and leaving 60 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

Keating Financial Advisory Services first reported a position in XLG in Q4 2025 and has held it in 3 quarters since. The position peaked at $176K in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Keating Financial Advisory Services held 60 shares of Invesco S&P 500 Top 50 ETF worth $3.67K as of Q2 2026.
Keating Financial Advisory Services sold 2,911 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $178K.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1692 holding.
Keating Financial Advisory Services first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 3 quarters since.
Keating Financial Advisory Services's Invesco S&P 500 Top 50 ETF position peaked at $176K in Q4 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.