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 Q3	$1.37M	Sell	21,472 -1,143	-5%	-$71.1K	0.24%	98
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 $468B AUM 17.69% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Keystone Wealth Services's XLG Position: Q3 2026 in Review

Keystone Wealth Services reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 5.1% in Q3 2026, selling an estimated $71.1K and leaving 21,472 shares worth $1.37M. The position accounts for 0.24% of the portfolio, ranked #98.

Keystone Wealth Services first reported a position in XLG in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.25M in Q4 2023. 404 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

Keystone Wealth Services held 21,472 shares of Invesco S&P 500 Top 50 ETF worth $1.37M as of Q3 2026.
Keystone Wealth Services sold 1,143 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $71.1K.
Invesco S&P 500 Top 50 ETF made up 0.24% of Keystone Wealth Services's portfolio in Q3 2026, its #98 holding.
Keystone Wealth Services first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 12 quarters since.
Keystone Wealth Services's Invesco S&P 500 Top 50 ETF position peaked at $2.25M in Q4 2023.
404 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Keystone Wealth Services's 13F filing for Q3 2026, filed 3 Nov 2026.