Keystone Wealth Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Keystone Wealth Services’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	$1.38M	Sell	22,615 -233	-1%	-$14.2K	0.26%	94
2026 Q1	$1.25M	Buy	22,848 +2,029	+10%	+$117K	0.27%	97
2025 Q4	$1.23M	Sell	20,819 -578	-3%	-$34K	0.26%	78
2025 Q3	$1.23M	Sell	21,397 -1,556	-7%	-$85.1K	0.27%	95
2025 Q2	$1.2M	Buy	22,953 +271	+1%	+$12.9K	0.29%	84
2025 Q1	$1.04M	Sell	22,682 -978	-4%	-$48.3K	0.28%	87
2024 Q4	$1.18M	Sell	23,660 -23,363	-50%	-$1.15M	0.31%	78
2024 Q3	$2.23M	Buy	47,023 +2,457	+6%	+$113K	0.62%	37
2024 Q2	$2.04M	Buy	44,566 +4,380	+11%	+$188K	0.63%	39
2024 Q1	$1.69M	Sell	40,186 -19,589	-33%	-$788K	0.55%	46
2023 Q4	$2.25M	Buy	+59,775	New	+$2.13M	0.77%	33

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 Wealth Services's XLG Position: Q2 2026 in Review

Keystone Wealth Services reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 1% in Q2 2026, selling an estimated $14.2K and leaving 22,615 shares worth $1.38M. The position accounts for 0.26% of the portfolio, ranked #94.

Keystone Wealth Services first reported a position in XLG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.25M in Q4 2023. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Keystone Wealth Services held 22,615 shares of Invesco S&P 500 Top 50 ETF worth $1.38M as of Q2 2026.
Keystone Wealth Services sold 233 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $14.2K.
Invesco S&P 500 Top 50 ETF made up 0.26% of Keystone Wealth Services's portfolio in Q2 2026, its #94 holding.
Keystone Wealth Services first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 11 quarters since.
Keystone Wealth Services's Invesco S&P 500 Top 50 ETF position peaked at $2.25M in Q4 2023.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.