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 Q2	$3.26M	Buy	+53,300	New	+$3.25M	﹤0.01%	1694
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 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

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

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

Jim Simons's XLG Position: Q2 2026 in Review

Jim Simons opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 53,300 shares worth $3.26M. The stake represents ﹤0.01% of the portfolio and ranks #1694 among its holdings. This is a return to the name: Jim Simons previously reported a position in XLG as recently as Q4 2025.

Jim Simons first reported a position in XLG in Q2 2021 and has held it in 15 quarters since. The position peaked at $7.41M in Q3 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Jim Simons held 53,300 shares of Invesco S&P 500 Top 50 ETF worth $3.26M as of Q2 2026.
Invesco S&P 500 Top 50 ETF was a new Jim Simons position in Q2 2026.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #1694 holding.
Jim Simons first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2021 and has held it in 15 quarters since.
Jim Simons's Invesco S&P 500 Top 50 ETF position peaked at $7.41M in Q3 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.