Kelman-Lazarov Inc’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Kelman-Lazarov Inc’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	$263K	Buy	4,823 +1	+0%	+$57	0.04%	125
2025 Q4	$286K	Buy	4,822 +2	+0%	+$118	0.04%	117
2025 Q3	$277K	Buy	4,820 +1	+0%	+$55	0.04%	120
2025 Q2	$251K	Buy	4,819 +1	+0%	+$48	0.04%	107
2025 Q1	$222K	Buy	4,818 +2	+0%	+$99	0.04%	114
2024 Q4	$241K	Hold	4,816	–	–	0.04%	99
2024 Q3	$229K	Hold	4,816	–	–	0.04%	101
2024 Q2	$220K	Sell	4,816 -684	-12%	-$29.4K	0.04%	101
2024 Q1	$232K	Hold	5,500	–	–	0.05%	97
2023 Q4	$207K	Buy	+5,500	New	+$196K	0.04%	101
2023 Q2	–	Sell	-10,000	Closed	-$311K	–	100
2023 Q1	$311K	Hold	10,000	–	–	0.08%	81
2022 Q4	$276K	Hold	10,000	–	–	0.08%	81
2022 Q3	$269K	Hold	10,000	–	–	0.09%	75
2022 Q2	$287K	Hold	10,000	–	–	0.1%	71
2022 Q1	$351K	Hold	10,000	–	–	0.12%	61
2021 Q4	$369K	Hold	10,000	–	–	0.12%	61
2021 Q3	$330K	Hold	10,000	–	–	0.12%	62
2021 Q2	$325K	Hold	10,000	–	–	0.11%	63
2021 Q1	$297K	Hold	10,000	–	–	0.11%	68
2020 Q4	$285K	Hold	10,000	–	–	0.11%	67
2020 Q3	$262K	Hold	10,000	–	–	0.12%	64
2020 Q2	$238K	Buy	+10,000	New	+$224K	0.11%	67
2020 Q1	–	Sell	-10,000	Closed	-$233K	–	98
2019 Q4	$233K	Hold	10,000	–	–	0.1%	89
2019 Q3	$212K	Hold	10,000	–	–	0.1%	91
2019 Q2	$210K	Hold	10,000	–	–	0.11%	90
2019 Q1	$203K	Sell	10,000 -2,000	-17%	-$38.8K	0.11%	92
2018 Q4	$216K	Sell	12,000 -2,000	-14%	-$38.8K	0.13%	87
2018 Q3	$293K	Hold	14,000	–	–	0.17%	85
2018 Q2	$270K	Hold	14,000	–	–	0.14%	93
2018 Q1	$261K	Hold	14,000	–	–	0.14%	96
2017 Q4	$266K	Hold	14,000	–	–	0.14%	103
2017 Q3	$249K	Sell	14,000 -2,000	-13%	-$35K	0.13%	104
2017 Q2	$274K	Buy	16,000 +2,000	+14%	+$34K	0.15%	100
2017 Q1	$234K	Hold	14,000	–	–	0.15%	97
2016 Q4	$221K	Sell	14,000 -2,000	-13%	-$30.8K	0.12%	104
2016 Q3	$243K	Sell	16,000 -2,500	-14%	-$38.2K	0.14%	104
2016 Q2	$274K	Hold	18,500	–	–	0.16%	100
2016 Q1	$271K	Buy	+18,500	New	+$257K	0.16%	104

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

Kelman-Lazarov Inc's XLG Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.02% in Q1 2026, buying an estimated $57 and bringing the position to 4,823 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #125.

Kelman-Lazarov Inc first reported a position in XLG in Q1 2016 and has held it in 38 quarters since. The position peaked at $369K in Q4 2021. 560 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Kelman-Lazarov Inc held 4,823 shares of Invesco S&P 500 Top 50 ETF worth $263K as of Q1 2026.
Kelman-Lazarov Inc bought 1 Invesco S&P 500 Top 50 ETF share in Q1 2026, an estimated $57.
Invesco S&P 500 Top 50 ETF made up 0.04% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #125 holding.
Kelman-Lazarov Inc first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2016 and has held it in 38 quarters since.
Kelman-Lazarov Inc's Invesco S&P 500 Top 50 ETF position peaked at $369K in Q4 2021.
560 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.