Keystone Financial Group (Kentucky)’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Keystone Financial Group (Kentucky)’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	$659K	Sell	10,760 -1,896	-15%	-$116K	0.04%	286
2026 Q1	$691K	Sell	12,656 -274,438	-96%	-$15.8M	0.05%	250
2025 Q4	$17M	Buy	287,094 +11,516	+4%	+$677K	1.26%	19
2025 Q3	$15.9M	Buy	275,578 +108,163	+65%	+$5.91M	1.21%	20
2025 Q2	$8.72M	Buy	167,415 +45,657	+37%	+$2.17M	0.79%	24
2025 Q1	$5.6M	Buy	121,758 +98,244	+418%	+$4.85M	0.57%	37
2024 Q4	$1.17M	Sell	23,514 -481	-2%	-$23.7K	0.12%	124
2024 Q3	$1.14M	Buy	+23,995	New	+$1.1M	0.15%	109
2024 Q2	–	Sell	-20,901	Closed	-$881K	–	348
2024 Q1	$881K	Sell	20,901 -101,252	-83%	-$4.07M	0.13%	121
2023 Q4	$4.61M	Buy	+122,153	New	+$4.36M	0.8%	26

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

Keystone Financial Group (Kentucky)'s XLG Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 15% in Q2 2026, selling an estimated $116K and leaving 10,760 shares worth $659K. The position accounts for 0.04% of the portfolio, ranked #286.

Keystone Financial Group (Kentucky) first reported a position in XLG in Q4 2023 and has held it in 10 quarters since. The position peaked at $17M in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Keystone Financial Group (Kentucky) held 10,760 shares of Invesco S&P 500 Top 50 ETF worth $659K as of Q2 2026.
Keystone Financial Group (Kentucky) sold 1,896 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $116K.
Invesco S&P 500 Top 50 ETF made up 0.04% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #286 holding.
Keystone Financial Group (Kentucky) first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 10 quarters since.
Keystone Financial Group (Kentucky)'s Invesco S&P 500 Top 50 ETF position peaked at $17M in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.