Citadel Advisors
XLG icon

Citadel Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Citadel Advisors’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 		$1.54M Buy
28,200
+5,900
+26% +$339K ﹤0.01% 6652
2025
Q4 		$1.32M Sell
22,300
-3,000
-12% -$176K ﹤0.01% 6797
2025
Q3 		$1.46M Sell
25,300
-8,500
-25% -$465K ﹤0.01% 6733
2025
Q2 		$1.76M Buy
33,800
+13,700
+68% +$652K ﹤0.01% 5945
2025
Q1 		$925K Sell
20,100
-33,000
-62% -$1.63M ﹤0.01% 7140
2024
Q4 		$2.65M Buy
53,100
+16,400
+45% +$807K ﹤0.01% 5062
2024
Q3 		$1.74M Sell
36,700
-8,100
-18% -$372K ﹤0.01% 5797
2024
Q2 		$2.05M Buy
44,800
+44,100
+6,300% +$1.89M ﹤0.01% 5250
2024
Q1 		$29.5K Buy
700
+500
+250% +$20.1K ﹤0.01% 12710
2023
Q4 		$7.54K Buy
+200
New +$7.14K ﹤0.01% 13281

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $377B 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 $530B 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 $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return