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Key Client Fiduciary Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Key Client Fiduciary Advisors’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 		$830K Buy
13,549
+205
+2% +$12.5K 0.24% 84
2026
Q1 		$728K Buy
13,344
+1,298
+11% +$74.6K 0.25% 87
2025
Q4 		$714K Sell
12,046
-210
-2% -$12.3K 0.24% 85
2025
Q3 		$705K Buy
12,256
+703
+6% +$38.4K 0.23% 91
2025
Q2 		$602K Buy
11,553
+90
+0.8% +$4.28K 0.24% 94
2025
Q1 		$528K Buy
11,463
+1,617
+16% +$79.8K 0.24% 96
2024
Q4 		$492K Buy
9,846
+636
+7% +$31.3K 0.22% 102
2024
Q3 		$438K Buy
9,210
+17
+0.2% +$781 0.2% 110
2024
Q2 		$421K Buy
9,193
+19
+0.2% +$815 0.21% 105
2024
Q1 		$387K Buy
9,174
+19
+0.2% +$764 0.21% 120
2023
Q4 		$345K Buy
9,155
+620
+7% +$22.1K 0.2% 123
2023
Q3 		$290K Buy
8,535
+15
+0.2% +$527 0.18% 128
2023
Q2 		$298K Buy
8,520
+30
+0.4% +$978 0.17% 131
2023
Q1 		$264K Buy
8,490
+30
+0.4% +$880 0.16% 133
2022
Q4 		$234K Sell
8,460
-1,090
-11% -$30.8K 0.16% 132
2022
Q3 		$257K Buy
9,550
+60
+0.6% +$1.81K 0.23% 88
2022
Q2 		$272K Buy
9,490
+30
+0.3% +$935 0.27% 87
2022
Q1 		$333K Buy
9,460
+2,150
+29% +$73.9K 0.26% 90
2021
Q4 		$270K Buy
+7,310
New +$261K 0.22% 103

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

Key Client Fiduciary Advisors's XLG Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.5% in Q2 2026, buying an estimated $12.5K and bringing the position to 13,549 shares worth $830K. The position accounts for 0.24% of the portfolio, ranked #84.

Key Client Fiduciary Advisors first reported a position in XLG in Q4 2021 and has held it in 19 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Key Client Fiduciary Advisors held 13,549 shares of Invesco S&P 500 Top 50 ETF worth $830K as of Q2 2026.
  • Key Client Fiduciary Advisors bought 205 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $12.5K.
  • Invesco S&P 500 Top 50 ETF made up 0.24% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #84 holding.
  • Key Client Fiduciary Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and has held it in 19 quarters since.
  • 583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.