Associated Banc-Corp’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Associated Banc-Corp’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	Buy	+3,456	New	+$211K	0.01%	362
2026 Q1	–	Sell	-6,219	Closed	-$369K	–	348
2025 Q4	$369K	Buy	6,219 +1,678	+37%	+$98.6K	0.01%	272
2025 Q3	$261K	Buy	+4,541	New	+$248K	0.01%	305
2025 Q1	–	Sell	-5,616	Closed	-$281K	–	333
2024 Q4	$281K	Hold	5,616	–	–	0.01%	283
2024 Q3	$267K	Sell	5,616 -1,243	-18%	-$57.1K	0.01%	295
2024 Q2	$314K	Buy	6,859 +727	+12%	+$31.2K	0.01%	275
2024 Q1	$258K	Buy	+6,132	New	+$247K	0.01%	285
2022 Q1	–	Sell	-5,460	Closed	-$202K	–	335
2021 Q4	$202K	Buy	+5,460	New	+$195K	0.01%	323
2021 Q1	–	Sell	-7,320	Closed	-$209K	–	887
2020 Q4	$209K	Sell	7,320 -380	-5%	-$10.3K	0.01%	364
2020 Q3	$202K	Buy	+7,700	New	+$199K	0.01%	340
2016 Q4	–	Sell	-22,450	Closed	-$343K	–	290
2016 Q3	$343K	Sell	22,450 -5,000	-18%	-$76.4K	0.02%	236
2016 Q2	$405K	Hold	27,450	–	–	0.03%	225
2016 Q1	$399K	Hold	27,450	–	–	0.03%	226
2015 Q4	$397K	Sell	27,450 -750	-3%	-$10.8K	0.03%	226
2015 Q3	$375K	Hold	28,200	–	–	0.03%	223
2015 Q2	$399K	Sell	28,200 -5,500	-16%	-$79.3K	0.03%	224
2015 Q1	$473K	Hold	33,700	–	–	0.03%	213
2014 Q4	$478K	Buy	33,700 +18,450	+121%	+$258K	0.03%	207
2014 Q3	$211K	Hold	15,250	–	–	0.01%	256
2014 Q2	$206K	Sell	15,250 -4,500	-23%	-$59.3K	0.01%	265
2014 Q1	$256K	Sell	19,750 -4,050	-17%	-$51.7K	0.02%	249
2013 Q4	$309K	Sell	23,800 -9,000	-27%	-$112K	0.02%	232
2013 Q3	$384K	Sell	32,800 -11,100	-25%	-$131K	0.03%	214
2013 Q2	$499K	Buy	+43,900	New	+$504K	0.04%	178

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

Associated Banc-Corp's XLG Position: Q2 2026 in Review

Associated Banc-Corp opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 3,456 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #362 among its holdings. This is a return to the name: Associated Banc-Corp previously reported a position in XLG as recently as Q4 2025.

Associated Banc-Corp first reported a position in XLG in Q2 2013 and has held it in 24 quarters since. The position peaked at $499K in Q2 2013. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Associated Banc-Corp held 3,456 shares of Invesco S&P 500 Top 50 ETF worth $212K as of Q2 2026.
Invesco S&P 500 Top 50 ETF was a new Associated Banc-Corp position in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.01% of Associated Banc-Corp's portfolio in Q2 2026, its #362 holding.
Associated Banc-Corp first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2013 and has held it in 24 quarters since.
Associated Banc-Corp's Invesco S&P 500 Top 50 ETF position peaked at $499K in Q2 2013.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Associated Banc-Corp's 13F filing for Q2 2026, filed 31 Jul 2026.