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 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 $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 Wealth Services's XLG Position: Q1 2026 in Review

Keystone Wealth Services increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 9.7% in Q1 2026, buying an estimated $117K and bringing the position to 22,848 shares worth $1.25M. The position accounts for 0.27% of the portfolio, ranked #97.

Keystone Wealth Services first reported a position in XLG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.25M in Q4 2023. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Keystone Wealth Services held 22,848 shares of Invesco S&P 500 Top 50 ETF worth $1.25M as of Q1 2026.
Keystone Wealth Services bought 2,029 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $117K.
Invesco S&P 500 Top 50 ETF made up 0.27% of Keystone Wealth Services's portfolio in Q1 2026, its #97 holding.
Keystone Wealth Services first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 10 quarters since.
Keystone Wealth Services's Invesco S&P 500 Top 50 ETF position peaked at $2.25M in Q4 2023.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.