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

Bank of Montreal’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	$8.56M	Sell	156,866 -5,066	-3%	-$291K	﹤0.01%	1139
2025 Q4	$9.6M	Buy	161,932 +28,566	+21%	+$1.68M	﹤0.01%	1133
2025 Q3	$140M	Buy	133,366 +338	+0.3%	+$18.5K	0.05%	251
2025 Q2	$6.93M	Buy	133,028 +75,506	+131%	+$3.59M	﹤0.01%	1123
2025 Q1	$2.65M	Sell	57,522 -1,104	-2%	-$54.5K	﹤0.01%	1405
2024 Q4	$2.93M	Buy	58,626 +820	+1%	+$40.4K	﹤0.01%	1409
2024 Q3	$2.73M	Buy	57,806 +787	+1%	+$36.2K	﹤0.01%	1560
2024 Q2	$2.62M	Buy	57,019 +2,425	+4%	+$104K	﹤0.01%	1542
2024 Q1	$2.3M	Sell	54,594 -50,564	-48%	-$2.03M	﹤0.01%	1564
2023 Q4	$3.99M	Buy	105,158 +98,011	+1,371%	+$3.5M	﹤0.01%	1372
2023 Q3	$255K	Buy	7,147 +6,947	+3,474%	+$244K	﹤0.01%	2921
2023 Q2	$7K	Hold	200	–	–	﹤0.01%	3828
2023 Q1	$6.21K	Buy	+200	New	+$5.87K	﹤0.01%	3655
2022 Q4	–	Sell	-1,000	Closed	-$29	–	4326
2022 Q3	$29	Hold	1,000	–	–	﹤0.01%	3743
2022 Q2	$30	Sell	1,000 -710	-42%	-$22.1K	﹤0.01%	3711
2022 Q1	$61K	Buy	1,710 +710	+71%	+$24.4K	﹤0.01%	3755
2021 Q4	$37K	Hold	1,000	–	–	﹤0.01%	3283
2021 Q3	$34K	Hold	1,000	–	–	﹤0.01%	3599
2021 Q2	$33K	Hold	1,000	–	–	﹤0.01%	3469
2021 Q1	$31K	Buy	+1,000	New	+$29.1K	﹤0.01%	3898

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

Bank of Montreal's XLG Position: Q1 2026 in Review

Bank of Montreal reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.1% in Q1 2026, selling an estimated $291K and leaving 156,866 shares worth $8.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Bank of Montreal first reported a position in XLG in Q1 2021 and has held it in 20 quarters since. The position peaked at $140M in Q3 2025. 561 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Bank of Montreal held 156,866 shares of Invesco S&P 500 Top 50 ETF worth $8.56M as of Q1 2026.
Bank of Montreal sold 5,066 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $291K.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1139 holding.
Bank of Montreal first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2021 and has held it in 20 quarters since.
Bank of Montreal's Invesco S&P 500 Top 50 ETF position peaked at $140M in Q3 2025.
561 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.