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

Kerr 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
2026 Q2	$1.59K	Hold	26	–	–	﹤0.01%	473
2026 Q1	$1.57K	Sell	26 -26	-50%	-$1.49K	﹤0.01%	462
2025 Q4	$3.02K	Buy	52 +26	+100%	+$1.53K	﹤0.01%	437
2025 Q3	$1.53K	Buy	+26	New	+$1.42K	﹤0.01%	498

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

Kerr Financial Planning's XLG Position: Q2 2026 in Review

Kerr Financial Planning held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 26 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Kerr Financial Planning first reported a position in XLG in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.02K in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Kerr Financial Planning held 26 shares of Invesco S&P 500 Top 50 ETF worth $1.59K as of Q2 2026.
Kerr Financial Planning left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #473 holding.
Kerr Financial Planning first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2025 and has held it in 4 quarters since.
Kerr Financial Planning's Invesco S&P 500 Top 50 ETF position peaked at $3.02K in Q4 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.