Bank Hapoalim BM’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Bank Hapoalim BM’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	–	Sell	-262,000	Closed	-$15.5M	–	129
2025 Q4	$15.5M	Hold	262,000	–	–	1.35%	15
2025 Q3	$15.1M	Buy	262,000 +97,275	+59%	+$5.32M	1.85%	17
2025 Q2	$7.58M	Hold	164,725	–	–	1.03%	29
2025 Q1	$7.58M	Sell	164,725 -101,275	-38%	-$5M	1.1%	28
2024 Q4	$13.3M	Buy	+266,000	New	+$13.1M	2.15%	13
2024 Q2	–	Sell	-468,000	Closed	-$19.7M	–	145
2024 Q1	$19.7M	Hold	468,000	–	–	2.55%	8
2023 Q4	$17.7M	Hold	468,000	–	–	2.41%	9
2023 Q3	$15.9M	Hold	468,000	–	–	2.57%	8
2023 Q2	$1.37M	Hold	468,000	–	–	0.19%	83
2023 Q1	$14.5M	Hold	468,000	–	–	2.01%	13
2022 Q4	$12.9M	Buy	468,000 +151,720	+48%	+$4.28M	1.61%	22
2022 Q3	$8.51M	Hold	316,280	–	–	1.07%	33
2022 Q2	$9.06M	Hold	316,280	–	–	1.13%	33
2022 Q1	$11.1M	Buy	316,280 +116,280	+58%	+$4M	1.16%	33
2021 Q4	$7.38M	Hold	200,000	–	–	0.74%	43
2021 Q3	$6.6M	Buy	+200,000	New	+$6.77M	0.69%	49

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank Hapoalim BM's XLG Position: Q1 2026 in Review

Bank Hapoalim BM sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 262,000 shares — an estimated $15.5M sold.

Bank Hapoalim BM first reported a position in XLG in Q3 2021 and held it in 16 quarters. The position peaked at $19.7M in Q1 2024. 564 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Bank Hapoalim BM reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
Bank Hapoalim BM sold 262,000 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $15.5M.
Bank Hapoalim BM first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2021 and held it in 16 quarters.
Bank Hapoalim BM's Invesco S&P 500 Top 50 ETF position peaked at $19.7M in Q1 2024.
564 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Bank Hapoalim BM's 13F filing for Q1 2026, filed 4 May 2026.