Kingswood Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Kingswood Wealth Advisors’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	$223K	Sell	3,642 -1,269	-26%	-$77.5K	0.01%	911
2026 Q1	$268K	Sell	4,911 -620	-11%	-$35.6K	0.01%	758
2025 Q4	$328K	Buy	5,531 +258	+5%	+$15.2K	0.02%	650
2025 Q3	$303K	Buy	5,273 +1,143	+28%	+$62.5K	0.02%	626
2025 Q2	$215K	Sell	4,130 -3,965	-49%	-$189K	0.02%	678
2025 Q1	$373K	Buy	8,095 +902	+13%	+$44.5K	0.03%	475
2024 Q4	$359K	Buy	+7,193	New	+$354K	0.03%	547

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

Kingswood Wealth Advisors's XLG Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 26% in Q2 2026, selling an estimated $77.5K and leaving 3,642 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #911.

Kingswood Wealth Advisors first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. The position peaked at $373K in Q1 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Kingswood Wealth Advisors held 3,642 shares of Invesco S&P 500 Top 50 ETF worth $223K as of Q2 2026.
Kingswood Wealth Advisors sold 1,269 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $77.5K.
Invesco S&P 500 Top 50 ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #911 holding.
Kingswood Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
Kingswood Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $373K in Q1 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.