Brown Advisory
XLG icon

Brown Advisory’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Brown Advisory’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 		$24.6M Sell
450,103
-110,696
-20% -$6.36M 0.04% 291
2025
Q4 		$33.2M Buy
560,799
+522,375
+1,360% +$30.7M 0.05% 254
2025
Q3 		$2.21M Buy
38,424
+7,128
+23% +$390K ﹤0.01% 652
2025
Q2 		$1.63M Buy
31,296
+3
+0% +$143 ﹤0.01% 694
2025
Q1 		$1.44M Sell
31,293
-1,227
-4% -$60.6K ﹤0.01% 695
2024
Q4 		$1.62M Sell
32,520
-2,597
-7% -$128K ﹤0.01% 694
2024
Q3 		$1.67M Buy
35,117
+17,483
+99% +$803K ﹤0.01% 678
2024
Q2 		$807K Buy
17,634
+3
+0% +$129 ﹤0.01% 820
2024
Q1 		$743K Buy
+17,631
New +$709K ﹤0.01% 848
2023
Q4 		– Sell
-21,264
Closed -$722K – 1269
2023
Q3 		$722K Buy
+21,264
New +$748K ﹤0.01% 819

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return