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 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 $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

Kingsview Wealth Management's XLG Position: Q1 2026 in Review

Kingsview Wealth Management increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.07% in Q1 2026, buying an estimated $632 and bringing the position to 16,911 shares worth $923K. The position accounts for 0.01% of the portfolio, ranked #710.

Kingsview Wealth Management first reported a position in XLG in Q2 2023 and has held it in 12 quarters since. The position peaked at $2M in Q4 2023. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Kingsview Wealth Management held 16,911 shares of Invesco S&P 500 Top 50 ETF worth $923K as of Q1 2026.
Kingsview Wealth Management bought 11 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $632.
Invesco S&P 500 Top 50 ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #710 holding.
Kingsview Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2023 and has held it in 12 quarters since.
Kingsview Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $2M in Q4 2023.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.