Franklin Resources
XLG icon

Franklin Resources’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Franklin Resources’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 		$136K Buy
+2,500
New +$144K ﹤0.01% 2870
2022
Q1 		– Sell
-302,040
Closed -$11.1M – 2545
2021
Q4 		$11.1M Sell
302,040
-2,090
-0.7% -$74.5K ﹤0.01% 1031
2021
Q3 		$10M Buy
+304,130
New +$10.3M ﹤0.01% 1057

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

Franklin Resources's XLG Position: Q1 2026 in Review

Franklin Resources opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026: 2,500 shares worth $136K. The stake represents ﹤0.01% of the portfolio and ranks #2870 among its holdings. This is a return to the name: Franklin Resources previously reported a position in XLG as recently as Q4 2021.

Franklin Resources first reported a position in XLG in Q3 2021 and has held it in 3 quarters since. The position peaked at $11.1M in Q4 2021. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Franklin Resources held 2,500 shares of Invesco S&P 500 Top 50 ETF worth $136K as of Q1 2026.
  • Invesco S&P 500 Top 50 ETF was a new Franklin Resources position in Q1 2026.
  • Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Franklin Resources's portfolio in Q1 2026, its #2870 holding.
  • Franklin Resources first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2021 and has held it in 3 quarters since.
  • Franklin Resources's Invesco S&P 500 Top 50 ETF position peaked at $11.1M in Q4 2021.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.