Baird Financial Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Baird Financial Group’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	$6.72M	Sell	109,818 -5,237	-5%	-$320K	0.01%	707
2026 Q1	$6.28M	Sell	115,055 -277,155	-71%	-$15.9M	0.01%	682
2025 Q4	$23.3M	Sell	392,210 -1,518	-0.4%	-$89.2K	0.04%	337
2025 Q3	$22.6M	Buy	393,728 +1,820	+0.5%	+$99.5K	0.04%	348
2025 Q2	$20.4M	Sell	391,908 -137,232	-26%	-$6.53M	0.04%	359
2025 Q1	$24.4M	Sell	529,140 -34,339	-6%	-$1.69M	0.05%	310
2024 Q4	$28.2M	Buy	563,479 +10,377	+2%	+$511K	0.05%	277
2024 Q3	$26.3M	Buy	553,102 +58,860	+12%	+$2.7M	0.05%	294
2024 Q2	$22.6M	Buy	494,242 +219,471	+80%	+$9.42M	0.05%	302
2024 Q1	$11.6M	Buy	274,771 +264,529	+2,583%	+$10.6M	0.02%	434
2023 Q4	$386K	Buy	10,242 +3,743	+58%	+$134K	﹤0.01%	1445
2023 Q3	$221K	Buy	+6,499	New	+$229K	﹤0.01%	1595
2019 Q3	–	Sell	-9,670	Closed	-$203K	–	1559
2019 Q2	$203K	Buy	+9,670	New	+$200K	﹤0.01%	1464
2017 Q1	–	Sell	-29,860	Closed	-$470K	–	1250
2016 Q4	$470K	Buy	+29,860	New	+$459K	﹤0.01%	936

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

Baird Financial Group's XLG Position: Q2 2026 in Review

Baird Financial Group reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 4.6% in Q2 2026, selling an estimated $320K and leaving 109,818 shares worth $6.72M. The position accounts for 0.01% of the portfolio, ranked #707.

Baird Financial Group first reported a position in XLG in Q4 2016 and has held it in 14 quarters since. The position peaked at $28.2M in Q4 2024. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Baird Financial Group held 109,818 shares of Invesco S&P 500 Top 50 ETF worth $6.72M as of Q2 2026.
Baird Financial Group sold 5,237 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $320K.
Invesco S&P 500 Top 50 ETF made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #707 holding.
Baird Financial Group first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2016 and has held it in 14 quarters since.
Baird Financial Group's Invesco S&P 500 Top 50 ETF position peaked at $28.2M in Q4 2024.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.