Keeler & Nadler Financial Planning & Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Keeler & Nadler Financial Planning & Wealth 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	$258K	Sell	4,215 -790	-16%	-$48.2K	0.07%	77
2026 Q1	$273K	Sell	5,005 -176	-3%	-$10.1K	0.09%	70
2025 Q4	$307K	Hold	5,181	–	–	0.11%	63
2025 Q3	$298K	Sell	5,181 -1,562	-23%	-$85.4K	0.11%	62
2025 Q2	$351K	Hold	6,743	–	–	0.14%	55
2025 Q1	$309K	Hold	6,743	–	–	0.14%	53
2024 Q4	$337K	Hold	6,743	–	–	0.16%	52
2024 Q3	$320K	Buy	+6,743	New	+$310K	0.16%	50

Other funds holding XLG

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

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

JFGIW

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's XLG Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 16% in Q2 2026, selling an estimated $48.2K and leaving 4,215 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #77.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in XLG in Q3 2024 and has held it in 8 quarters since. The position peaked at $351K in Q2 2025. 401 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 4,215 shares of Invesco S&P 500 Top 50 ETF worth $258K as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management sold 790 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $48.2K.
Invesco S&P 500 Top 50 ETF made up 0.07% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #77 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and has held it in 8 quarters since.
Keeler & Nadler Financial Planning & Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $351K in Q2 2025.
401 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.