Kingsview Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Kingsview Wealth 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	$1.03M	Sell	16,786 -125	-0.7%	-$7.63K	0.01%	742
2026 Q1	$923K	Buy	16,911 +11	+0.1%	+$632	0.01%	710
2025 Q4	$1M	Buy	16,900 +6,368	+60%	+$374K	0.01%	637
2025 Q3	$606K	Sell	10,532 -298	-3%	-$16.3K	0.01%	748
2025 Q2	$564K	Sell	10,830 -1,340	-11%	-$63.7K	0.01%	730
2025 Q1	$560K	Sell	12,170 -2,437	-17%	-$120K	0.01%	687
2024 Q4	$730K	Buy	14,607 +798	+6%	+$39.3K	0.01%	633
2024 Q3	$656K	Sell	13,809 -7,360	-35%	-$338K	0.01%	636
2024 Q2	$968K	Sell	21,169 -3,000	-12%	-$129K	0.02%	517
2024 Q1	$1.02M	Sell	24,169 -28,810	-54%	-$1.16M	0.03%	494
2023 Q4	$2M	Buy	52,979 +23,354	+79%	+$834K	0.06%	281
2023 Q3	$1.01M	Buy	29,625 +6,035	+26%	+$212K	0.04%	433
2023 Q2	$825K	Buy	+23,590	New	+$769K	0.03%	465

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

Kingsview Wealth Management's XLG Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.74% in Q2 2026, selling an estimated $7.63K and leaving 16,786 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #742.

Kingsview Wealth Management first reported a position in XLG in Q2 2023 and has held it in 13 quarters since. The position peaked at $2M in Q4 2023. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Kingsview Wealth Management held 16,786 shares of Invesco S&P 500 Top 50 ETF worth $1.03M as of Q2 2026.
Kingsview Wealth Management sold 125 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $7.63K.
Invesco S&P 500 Top 50 ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #742 holding.
Kingsview Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2023 and has held it in 13 quarters since.
Kingsview Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $2M in Q4 2023.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.