KCFA
XLG icon

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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $238M AUM
LFS
Lighthouse Financial Services Brea, California $476M AUM
IIM
IFC & Insurance Marketing Auburn, California $114M AUM
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return