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

Kestra Private Wealth 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
Q1 		$4.65M Buy
85,226
+80,181
+1,589% +$4.61M 0.06% 339
2025
Q4 		$299K Buy
+5,045
New +$297K ﹤0.01% 1427
2024
Q3 		– Sell
-7,200
Closed -$329K – 1475
2024
Q2 		$329K Buy
+7,200
New +$309K 0.01% 1007

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kestra Private Wealth Services's XLG Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 1,589% in Q1 2026, buying an estimated $4.61M and bringing the position to 85,226 shares worth $4.65M. The position accounts for 0.06% of the portfolio, ranked #339.

Kestra Private Wealth Services first reported a position in XLG in Q2 2024 and has held it in 3 quarters since. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Kestra Private Wealth Services held 85,226 shares of Invesco S&P 500 Top 50 ETF worth $4.65M as of Q1 2026.
  • Kestra Private Wealth Services bought 80,181 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $4.61M.
  • Invesco S&P 500 Top 50 ETF made up 0.06% of Kestra Private Wealth Services's portfolio in Q1 2026, its #339 holding.
  • Kestra Private Wealth Services first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 3 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.