Jeff Yass’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Jeff Yass’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	$2.54M	Sell	41,500 -30,200	-42%	-$1.84M	﹤0.01%	5945
2026 Q1	$3.91M	Buy	71,700 +66,900	+1,394%	+$3.84M	﹤0.01%	4714
2025 Q4	$285K	Sell	4,800 -2,500	-34%	-$147K	﹤0.01%	10071
2025 Q3	$420K	Sell	7,300 -50,000	-87%	-$2.73M	﹤0.01%	9364
2025 Q2	$2.99M	Buy	+57,300	New	+$2.73M	﹤0.01%	4966

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jeff Yass's XLG Position: Q2 2026 in Review

Jeff Yass increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 324% in Q2 2026, buying an estimated $1.26M and bringing the position to 26,955 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #6933.

Jeff Yass first reported a position in XLG in Q2 2013 and has held it in 44 quarters since. The position peaked at $8.46M in Q2 2017. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Jeff Yass held 26,955 shares of Invesco S&P 500 Top 50 ETF worth $1.65M as of Q2 2026.
Jeff Yass bought 20,604 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $1.26M.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6933 holding.
Jeff Yass first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2013 and has held it in 44 quarters since.
Jeff Yass's Invesco S&P 500 Top 50 ETF position peaked at $8.46M in Q2 2017.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.