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 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 $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

Keystone Financial Group (Kentucky)'s XLG Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 96% in Q1 2026, selling an estimated $15.8M and leaving 12,656 shares worth $691K. The position accounts for 0.05% of the portfolio, ranked #250.

Keystone Financial Group (Kentucky) first reported a position in XLG in Q4 2023 and has held it in 9 quarters since. The position peaked at $17M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Keystone Financial Group (Kentucky) held 12,656 shares of Invesco S&P 500 Top 50 ETF worth $691K as of Q1 2026.
Keystone Financial Group (Kentucky) sold 274,438 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $15.8M.
Invesco S&P 500 Top 50 ETF made up 0.05% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #250 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 9 quarters since.
Keystone Financial Group (Kentucky)'s Invesco S&P 500 Top 50 ETF position peaked at $17M in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.