JY
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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 		– Sell
-7,900
Closed -$431K – 14668
2026
Q1 		$431K Buy
+7,900
New +$454K ﹤0.01% 10030
2025
Q4 		– Sell
-4,200
Closed -$242K – 13791
2025
Q3 		$242K Buy
+4,200
New +$230K ﹤0.01% 10588

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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
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.