KG&L Capital Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

KG&L Capital Management’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	$1.06M	Sell	17,273 -232	-1%	-$14.2K	0.63%	46
2026 Q1	$955K	Sell	17,505 -2,378	-12%	-$137K	0.68%	43
2025 Q4	$1.18M	Buy	19,883 +438	+2%	+$25.7K	0.29%	71
2025 Q3	$1.12M	Sell	19,445 -951	-5%	-$52K	0.3%	77
2025 Q2	$1.06M	Sell	20,396 -111	-0.5%	-$5.28K	0.31%	67
2025 Q1	$944K	Buy	20,507 +619	+3%	+$30.5K	0.31%	72
2024 Q4	$994K	Buy	19,888 +1,814	+10%	+$89.3K	0.32%	70
2024 Q3	$859K	Buy	18,074 +2,389	+15%	+$110K	0.28%	82
2024 Q2	$718K	Buy	15,685 +3,602	+30%	+$155K	0.25%	91
2024 Q1	$509K	Buy	12,083 +2,420	+25%	+$97.3K	0.2%	109
2023 Q4	$364K	Buy	+9,663	New	+$345K	0.15%	124

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

KG&L Capital Management's XLG Position: Q2 2026 in Review

KG&L Capital Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.3% in Q2 2026, selling an estimated $14.2K and leaving 17,273 shares worth $1.06M. The position accounts for 0.63% of the portfolio, ranked #46.

KG&L Capital Management first reported a position in XLG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.18M in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

KG&L Capital Management held 17,273 shares of Invesco S&P 500 Top 50 ETF worth $1.06M as of Q2 2026.
KG&L Capital Management sold 232 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $14.2K.
Invesco S&P 500 Top 50 ETF made up 0.63% of KG&L Capital Management's portfolio in Q2 2026, its #46 holding.
KG&L Capital Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 11 quarters since.
KG&L Capital Management's Invesco S&P 500 Top 50 ETF position peaked at $1.18M in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on KG&L Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.