Bank of America
XLG icon

Bank of America’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Bank of America’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 		$190M Sell
3,095,951
-130,472
-4% -$7.96M 0.01% 810
2026
Q1 		$176M Sell
3,226,423
-1,218,934
-27% -$70M 0.01% 798
2025
Q4 		$264M Buy
4,445,357
+197,027
+5% +$11.6M 0.02% 620
2025
Q3 		$244M Buy
4,248,330
+291,048
+7% +$15.9M 0.02% 714
2025
Q2 		$206M Sell
3,957,282
-281,748
-7% -$13.4M 0.02% 768
2025
Q1 		$195M Buy
4,239,030
+206,857
+5% +$10.2M 0.02% 734
2024
Q4 		$201M Sell
4,032,173
-847,529
-17% -$41.7M 0.02% 675
2024
Q3 		$232M Buy
4,879,702
+989,096
+25% +$45.5M 0.02% 663
2024
Q2 		$178M Buy
3,890,606
+315,927
+9% +$13.6M 0.02% 727
2024
Q1 		$151M Sell
3,574,679
-39,204
-1% -$1.58M 0.01% 808
2023
Q4 		$136M Buy
3,613,883
+604,533
+20% +$21.6M 0.01% 785
2023
Q3 		$102M Buy
3,009,350
+476,700
+19% +$16.8M 0.01% 874
2023
Q2 		$88.6M Buy
2,532,650
+348,080
+16% +$11.3M 0.01% 954
2023
Q1 		$67.8M Sell
2,184,570
-161,250
-7% -$4.73M 0.01% 1164
2022
Q4 		$64.7M Sell
2,345,820
-52,410
-2% -$1.48M 0.01% 1131
2022
Q3 		$64.6M Sell
2,398,230
-20,170
-0.8% -$608K 0.01% 1089
2022
Q2 		$69.3M Sell
2,418,400
-1,297,820
-35% -$40.4M 0.01% 1077
2022
Q1 		$131M Sell
3,716,220
-807,770
-18% -$27.8M 0.01% 828
2021
Q4 		$167M Buy
4,523,990
+211,810
+5% +$7.55M 0.02% 754
2021
Q3 		$142M Buy
4,312,180
+157,920
+4% +$5.35M 0.01% 786
2021
Q2 		$135M Sell
4,154,260
-403,150
-9% -$12.6M 0.01% 799
2021
Q1 		$135M Sell
4,557,410
-431,100
-9% -$12.6M 0.02% 755
2020
Q4 		$142M Sell
4,988,510
-601,150
-11% -$16.4M 0.02% 640
2020
Q3 		$146M Sell
5,589,660
-333,650
-6% -$8.62M 0.02% 591
2020
Q2 		$141M Buy
5,923,310
+3,205,110
+118% +$71.7M 0.02% 566
2020
Q1 		$53.1M Buy
2,718,200
+289,120
+12% +$6.51M 0.01% 930
2019
Q4 		$56.7M Buy
2,429,080
+4,960
+0.2% +$110K 0.01% 1094
2019
Q3 		$51.5M Buy
2,424,120
+47,730
+2% +$1.01M 0.01% 1101
2019
Q2 		$49.9M Buy
2,376,390
+150,130
+7% +$3.11M 0.01% 1134
2019
Q1 		$45.2M Sell
2,226,260
-144,240
-6% -$2.8M 0.01% 1172
2018
Q4 		$42.6M Sell
2,370,500
-6,610
-0.3% -$128K 0.01% 1107
2018
Q3 		$49.7M Sell
2,377,110
-8,870
-0.4% -$181K 0.01% 1111
2018
Q2 		$46M Sell
2,385,980
-149,530
-6% -$2.87M 0.01% 1143
2018
Q1 		$47.4M Sell
2,535,510
-52,680
-2% -$1.03M 0.01% 1095
2017
Q4 		$49.2M Sell
2,588,190
-20,880
-0.8% -$386K 0.01% 1103
2017
Q3 		$46.4M Buy
2,609,070
+34,740
+1% +$608K 0.01% 1202
2017
Q2 		$44.1M Buy
2,574,330
+88,310
+4% +$1.5M 0.01% 1112
2017
Q1 		$41.5M Sell
2,486,020
-323,480
-12% -$5.3M 0.01% 1167
2016
Q4 		$44.3M Buy
2,809,500
+117,880
+4% +$1.81M 0.01% 1094
2016
Q3 		$41.1M Buy
2,691,620
+67,510
+3% +$1.03M 0.01% 1106
2016
Q2 		$38.7M Sell
2,624,110
-267,700
-9% -$3.92M 0.01% 1140
2016
Q1 		$42M Sell
2,891,810
-22,470
-0.8% -$312K 0.01% 1046
2015
Q4 		$42.1M Buy
2,914,280
+787,930
+37% +$11.4M 0.01% 1105
2015
Q3 		$28.2M Sell
2,126,350
-461,320
-18% -$6.47M 0.01% 1356
2015
Q2 		$36.6M Buy
2,587,670
+67,380
+3% +$972K 0.01% 1020
2015
Q1 		$35.4M Sell
2,520,290
-2,374,080
-49% -$33.7M 0.01% 1002
2014
Q4 		$69.4M Buy
4,894,370
+456,440
+10% +$6.39M 0.02% 698
2014
Q3 		$61.3M Buy
4,437,930
+923,210
+26% +$12.7M 0.02% 739
2014
Q2 		$47.4M Buy
3,514,720
+989,710
+39% +$13M 0.02% 853
2014
Q1 		$32.7M Buy
2,525,010
+42,130
+2% +$537K 0.01% 970
2013
Q4 		$32.2M Buy
2,482,880
+31,700
+1% +$393K 0.01% 999
2013
Q3 		$28.7M Sell
2,451,180
-1,381,300
-36% -$16.3M 0.01% 1006
2013
Q2 		$43.6M Buy
+3,832,480
New +$44M 0.02% 764

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America's XLG Position: Q2 2026 in Review

Bank of America reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 4% in Q2 2026, selling an estimated $7.96M and leaving 3,095,951 shares worth $190M. The position accounts for 0.01% of the portfolio, ranked #810.

Bank of America first reported a position in XLG in Q2 2013 and has held it in 53 quarters since. The position peaked at $264M in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Bank of America held 3,095,951 shares of Invesco S&P 500 Top 50 ETF worth $190M as of Q2 2026.
  • Bank of America sold 130,472 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $7.96M.
  • Invesco S&P 500 Top 50 ETF made up 0.01% of Bank of America's portfolio in Q2 2026, its #810 holding.
  • Bank of America first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2013 and has held it in 53 quarters since.
  • Bank of America's Invesco S&P 500 Top 50 ETF position peaked at $264M in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.