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 Q2	$4.1M	Sell	66,981 -18,245	-21%	-$1.11M	0.05%	391
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 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

Kestra Private Wealth Services's XLG Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 21% in Q2 2026, selling an estimated $1.11M and leaving 66,981 shares worth $4.1M. The position accounts for 0.05% of the portfolio, ranked #391.

Kestra Private Wealth Services first reported a position in XLG in Q2 2024 and has held it in 4 quarters since. The position peaked at $4.65M in Q1 2026. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Kestra Private Wealth Services held 66,981 shares of Invesco S&P 500 Top 50 ETF worth $4.1M as of Q2 2026.
Kestra Private Wealth Services sold 18,245 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $1.11M.
Invesco S&P 500 Top 50 ETF made up 0.05% of Kestra Private Wealth Services's portfolio in Q2 2026, its #391 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 4 quarters since.
Kestra Private Wealth Services's Invesco S&P 500 Top 50 ETF position peaked at $4.65M in Q1 2026.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

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