Jim Simons
XLG icon

Jim Simons’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Jim Simons’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 		– Sell
-38,200
Closed -$2.26M – 3747
2025
Q4 		$2.26M Sell
38,200
-90,700
-70% -$5.33M ﹤0.01% 1787
2025
Q3 		$7.41M Buy
128,900
+117,200
+1,002% +$6.41M 0.01% 1248
2025
Q2 		$610K Buy
+11,700
New +$557K ﹤0.01% 2737
2025
Q1 		– Sell
-112,400
Closed -$5.62M – 3891
2024
Q4 		$5.62M Buy
+112,400
New +$5.53M 0.01% 1373
2024
Q3 		– Sell
-141,200
Closed -$6.46M – 3947
2024
Q2 		$6.46M Buy
141,200
+63,500
+82% +$2.73M 0.01% 1149
2024
Q1 		$3.27M Sell
77,700
-17,500
-18% -$704K 0.01% 1704
2023
Q4 		$3.59M Buy
95,200
+57,300
+151% +$2.05M 0.01% 1559
2023
Q3 		$1.29M Buy
37,900
+11,900
+46% +$418K ﹤0.01% 2134
2023
Q2 		$909K Buy
+26,000
New +$847K ﹤0.01% 2526
2023
Q1 		– Sell
-13,000
Closed -$359K – 4465
2022
Q4 		$359K Buy
+13,000
New +$367K ﹤0.01% 3146
2022
Q3 		– Sell
-7,000
Closed -$201K – 4467
2022
Q2 		$201K Buy
+7,000
New +$218K ﹤0.01% 3648
2022
Q1 		– Sell
-38,000
Closed -$1.4M – 4527
2021
Q4 		$1.4M Buy
38,000
+16,000
+73% +$570K ﹤0.01% 2415
2021
Q3 		$726K Buy
22,000
+8,000
+57% +$271K ﹤0.01% 2719
2021
Q2 		$456K Buy
+14,000
New +$439K ﹤0.01% 2996

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $2.03B AUM 27.56% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 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

Jim Simons's XLG Position: Q1 2026 in Review

Jim Simons sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 38,200 shares — an estimated $2.26M sold.

Jim Simons first reported a position in XLG in Q2 2021 and held it in 14 quarters. The position peaked at $7.41M in Q3 2025. 562 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Jim Simons reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 38,200 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $2.26M.
  • Jim Simons first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2021 and held it in 14 quarters.
  • Jim Simons's Invesco S&P 500 Top 50 ETF position peaked at $7.41M in Q3 2025.
  • 562 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.