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Keener Financial Planning’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Keener Financial Planning’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
2025
Q4 		– Sell
-115
Closed -$6K – 224
2025
Q3 		$6K Hold
115
– – ﹤0.01% 181
2025
Q2 		$5K Hold
115
– – ﹤0.01% 190
2025
Q1 		$5K Buy
+115
New +$5.67K ﹤0.01% 153

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Keener Financial Planning's XLG Position: Q4 2025 in Review

Keener Financial Planning sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2025, closing a stake of 115 shares — an estimated $6K sold.

Keener Financial Planning first reported a position in XLG in Q1 2025 and held it in 3 quarters. The position peaked at $6K in Q3 2025. 645 funds tracked by Wall St. Rank hold XLG as of Q4 2025.

  • Keener Financial Planning reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 115 Invesco S&P 500 Top 50 ETF shares in Q4 2025, an estimated $6K.
  • Keener Financial Planning first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and held it in 3 quarters.
  • Keener Financial Planning's Invesco S&P 500 Top 50 ETF position peaked at $6K in Q3 2025.
  • 645 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.