KPP Advisory Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

KPP Advisory 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	$10.6M	Buy	173,685 +6,785	+4%	+$414K	1.34%	17
2026 Q1	$9.1M	Buy	166,900 +5,807	+4%	+$334K	1.32%	19
2025 Q4	$9.55M	Buy	161,093 +19,949	+14%	+$1.17M	1.39%	16
2025 Q3	$8.12M	Buy	141,144 +6,530	+5%	+$357K	1.2%	16
2025 Q2	$7.01M	Sell	134,614 -9,513	-7%	-$453K	1.16%	20
2025 Q1	$6.63M	Sell	144,127 -23,649	-14%	-$1.17M	1.26%	21
2024 Q4	$8.38M	Buy	167,776 +6,997	+4%	+$344K	1.98%	11
2024 Q3	$7.64M	Buy	160,779 +73,760	+85%	+$3.39M	1.83%	10
2024 Q2	$3.98M	Buy	+87,019	New	+$3.73M	1.06%	23
2023 Q4	–	Sell	-6,390	Closed	-$217K	–	223
2023 Q3	$217K	Buy	+6,390	New	+$225K	0.07%	190

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

KPP Advisory Services's XLG Position: Q2 2026 in Review

KPP Advisory Services increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 4.1% in Q2 2026, buying an estimated $414K and bringing the position to 173,685 shares worth $10.6M. The position accounts for 1.34% of the portfolio, ranked #17.

KPP Advisory Services first reported a position in XLG in Q3 2023 and has held it in 10 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

KPP Advisory Services held 173,685 shares of Invesco S&P 500 Top 50 ETF worth $10.6M as of Q2 2026.
KPP Advisory Services bought 6,785 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $414K.
Invesco S&P 500 Top 50 ETF made up 1.34% of KPP Advisory Services's portfolio in Q2 2026, its #17 holding.
KPP Advisory Services first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2023 and has held it in 10 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.