Key Financial Inc’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Key Financial Inc’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	$103K	Hold	1,892	–	–	0.02%	401
2025 Q4	$112K	Hold	1,892	–	–	0.02%	376
2025 Q3	$109K	Sell	1,892 -58	-3%	-$3.17K	0.02%	382
2025 Q2	$102K	Buy	1,950 +130	+7%	+$6.18K	0.02%	381
2025 Q1	$83.8K	Hold	1,820	–	–	0.02%	391
2024 Q4	$90.9K	Buy	1,820 +170	+10%	+$8.37K	0.02%	372
2024 Q3	$78.4K	Hold	1,650	–	–	0.02%	392
2024 Q2	$75.5K	Hold	1,650	–	–	0.02%	385
2024 Q1	$69.5K	Sell	1,650 -80	-5%	-$3.22K	0.02%	380
2023 Q4	$65.3K	Hold	1,730	–	–	0.02%	379
2023 Q3	$58.8K	Hold	1,730	–	–	0.02%	377
2023 Q2	$60.5K	Buy	1,730 +200	+13%	+$6.52K	0.02%	377
2023 Q1	$47.5K	Hold	1,530	–	–	0.02%	400
2022 Q4	$41.2K	Hold	1,530	–	–	0.02%	392
2022 Q3	$41K	Hold	1,530	–	–	0.02%	396
2022 Q2	$44K	Hold	1,530	–	–	0.02%	387
2022 Q1	$54K	Buy	+1,530	New	+$52.6K	0.03%	351

Other funds holding XLG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Key Financial Inc's XLG Position: Q1 2026 in Review

Key Financial Inc held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q1 2026 at 1,892 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #401.

Key Financial Inc first reported a position in XLG in Q1 2022 and has held it in 17 quarters since. The position peaked at $112K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Key Financial Inc held 1,892 shares of Invesco S&P 500 Top 50 ETF worth $103K as of Q1 2026.
Key Financial Inc left its Invesco S&P 500 Top 50 ETF share count unchanged in Q1 2026.
Invesco S&P 500 Top 50 ETF made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #401 holding.
Key Financial Inc first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2022 and has held it in 17 quarters since.
Key Financial Inc's Invesco S&P 500 Top 50 ETF position peaked at $112K in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.