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 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 $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

PKS Advisory Services's XLG Position: Q1 2026 in Review

PKS Advisory Services increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 10% in Q1 2026, buying an estimated $20.2K and bringing the position to 3,736 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #224.

PKS Advisory Services first reported a position in XLG in Q4 2025 and has held it in 2 quarters since. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

PKS Advisory Services held 3,736 shares of Invesco S&P 500 Top 50 ETF worth $204K as of Q1 2026.
PKS Advisory Services bought 351 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $20.2K.
Invesco S&P 500 Top 50 ETF made up 0.05% of PKS Advisory Services's portfolio in Q1 2026, its #224 holding.
PKS Advisory Services first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 2 quarters since.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.