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

Kestra 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 		$11.7M Sell
191,225
-294,717
-61% -$18M 0.04% 470
2026
Q1 		$26.5M Buy
485,942
+14,987
+3% +$861K 0.1% 203
2025
Q4 		$27.9M Buy
470,955
+92,522
+24% +$5.44M 0.12% 175
2025
Q3 		$21.8M Buy
378,433
+55,941
+17% +$3.06M 0.1% 201
2025
Q2 		$16.8M Buy
322,492
+105,917
+49% +$5.04M 0.08% 237
2025
Q1 		$9.97M Buy
216,575
+48,676
+29% +$2.4M 0.05% 349
2024
Q4 		$8.39M Buy
167,899
+96,562
+135% +$4.75M 0.05% 404
2024
Q3 		$3.39M Buy
71,337
+21,860
+44% +$1M 0.02% 720
2024
Q2 		$2.26M Buy
49,477
+5,122
+12% +$220K 0.01% 902
2024
Q1 		$1.87M Sell
44,355
-3,781
-8% -$152K 0.01% 911
2023
Q4 		$1.82M Buy
48,136
+15,825
+49% +$565K 0.01% 837
2023
Q3 		$1.1M Sell
32,311
-3,009
-9% -$106K 0.01% 947
2023
Q2 		$1.24M Buy
35,320
+10,290
+41% +$335K 0.01% 882
2023
Q1 		$777K Sell
25,030
-34,490
-58% -$1.01M 0.01% 1059
2022
Q4 		$1.64M Sell
59,520
-6,500
-10% -$183K 0.01% 826
2022
Q3 		$1.78M Sell
66,020
-14,200
-18% -$428K 0.02% 717
2022
Q2 		$2.3M Sell
80,220
-48,390
-38% -$1.51M 0.02% 622
2022
Q1 		$4.52M Sell
128,610
-8,970
-7% -$308K 0.05% 397
2021
Q4 		$5.08M Sell
137,580
-3,350
-2% -$119K 0.05% 372
2021
Q3 		$4.65M Sell
140,930
-2,500
-2% -$84.7K 0.05% 412
2021
Q2 		$4.67M Sell
143,430
-1,490
-1% -$46.7K 0.05% 376
2021
Q1 		$4.3M Sell
144,920
-2,840
-2% -$82.7K 0.05% 366
2020
Q4 		$4.21M Buy
147,760
+17,720
+14% +$482K 0.05% 381
2020
Q3 		$3.41M Buy
+130,040
New +$3.36M 0.06% 308

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kestra Advisory Services's XLG Position: Q2 2026 in Review

Kestra Advisory Services reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 61% in Q2 2026, selling an estimated $18M and leaving 191,225 shares worth $11.7M. The position accounts for 0.04% of the portfolio, ranked #470.

Kestra Advisory Services first reported a position in XLG in Q3 2020 and has held it in 24 quarters since. The position peaked at $27.9M in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Kestra Advisory Services held 191,225 shares of Invesco S&P 500 Top 50 ETF worth $11.7M as of Q2 2026.
  • Kestra Advisory Services sold 294,717 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $18M.
  • Invesco S&P 500 Top 50 ETF made up 0.04% of Kestra Advisory Services's portfolio in Q2 2026, its #470 holding.
  • Kestra Advisory Services first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Invesco S&P 500 Top 50 ETF position peaked at $27.9M in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.