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

PKS 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	$212K	Sell	3,454 -282	-8%	-$17.2K	0.03%	347
2026 Q1	$204K	Buy	3,736 +351	+10%	+$20.2K	0.05%	224
2025 Q4	$201K	Buy	+3,385	New	+$199K	0.05%	249

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

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

PKS Advisory Services reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 7.5% in Q2 2026, selling an estimated $17.2K and leaving 3,454 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #347.

PKS Advisory Services first reported a position in XLG in Q4 2025 and has held it in 3 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

PKS Advisory Services held 3,454 shares of Invesco S&P 500 Top 50 ETF worth $212K as of Q2 2026.
PKS Advisory Services sold 282 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $17.2K.
Invesco S&P 500 Top 50 ETF made up 0.03% of PKS Advisory Services's portfolio in Q2 2026, its #347 holding.
PKS Advisory Services first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 3 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.