Kohmann Bosshard Financial Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Kohmann Bosshard Financial 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 Q2	$679K	Hold	11,090	–	–	0.06%	116
2026 Q1	$605K	Hold	11,090	–	–	0.06%	109
2025 Q4	$657K	Hold	11,090	–	–	0.06%	132
2025 Q3	$638K	Hold	11,090	–	–	0.07%	118
2025 Q2	$578K	Hold	11,090	–	–	0.06%	107
2025 Q1	$510K	Hold	11,090	–	–	0.06%	119
2024 Q4	$554K	Hold	11,090	–	–	0.07%	108
2024 Q3	$527K	Hold	11,090	–	–	0.07%	111
2024 Q2	$507K	Hold	11,090	–	–	0.07%	108
2024 Q1	$467K	Hold	11,090	–	–	0.07%	114
2023 Q4	$418K	Hold	11,090	–	–	0.06%	117
2023 Q3	$377K	Hold	11,090	–	–	0.06%	117
2023 Q2	$388K	Hold	11,090	–	–	0.07%	117
2023 Q1	$344K	Hold	11,090	–	–	0.06%	109
2022 Q4	$306K	Hold	11,090	–	–	0.06%	111
2022 Q3	$299K	Hold	11,090	–	–	0.07%	101
2022 Q2	$318K	Hold	11,090	–	–	0.07%	97
2022 Q1	$390K	Hold	11,090	–	–	0.08%	89
2021 Q4	$409K	Hold	11,090	–	–	0.08%	76
2021 Q3	$366K	Hold	11,090	–	–	0.08%	77
2021 Q2	$361K	Hold	11,090	–	–	0.08%	76
2021 Q1	$329K	Hold	11,090	–	–	0.09%	81
2020 Q4	$316K	Hold	11,090	–	–	0.1%	80
2020 Q3	$290K	Sell	11,090 -2,900	-21%	-$74.9K	0.11%	79
2020 Q2	$333K	Hold	13,990	–	–	0.12%	70
2020 Q1	$274K	Hold	13,990	–	–	0.12%	67
2019 Q4	$327K	Hold	13,990	–	–	0.12%	61
2019 Q3	$297K	Hold	13,990	–	–	0.12%	62
2019 Q2	$294K	Hold	13,990	–	–	0.12%	63
2019 Q1	$284K	Hold	13,990	–	–	0.13%	65
2018 Q4	$252K	Hold	13,990	–	–	0.14%	63
2018 Q3	$293K	Sell	13,990 -1,200	-8%	-$24.5K	0.14%	55
2018 Q2	$293K	Hold	15,190	–	–	0.17%	52
2018 Q1	$284K	Hold	15,190	–	–	0.17%	53
2017 Q4	$289K	Hold	15,190	–	–	0.19%	54
2017 Q3	$270K	Buy	+15,190	New	+$266K	0.19%	55
2017 Q1	$254K	Hold	15,190	–	–	0.22%	52
2016 Q4	$244K	Buy	+15,190	New	+$234K	0.23%	52

Other funds holding XLG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Kohmann Bosshard Financial Services's XLG Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 11,090 shares worth $679K. The position accounts for 0.06% of the portfolio, ranked #116.

Kohmann Bosshard Financial Services first reported a position in XLG in Q4 2016 and has held it in 38 quarters since. 204 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Kohmann Bosshard Financial Services held 11,090 shares of Invesco S&P 500 Top 50 ETF worth $679K as of Q2 2026.
Kohmann Bosshard Financial Services left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.06% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #116 holding.
Kohmann Bosshard Financial Services first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2016 and has held it in 38 quarters since.
204 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.