Joel Greenblatt’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Joel Greenblatt’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	$6.48M	Hold	105,818	–	–	0.02%	895
2026 Q1	$5.77M	Hold	105,818	–	–	0.02%	835
2025 Q4	$6.27M	Hold	105,818	–	–	0.02%	766
2025 Q3	$6.09M	Buy	105,818 +90,762	+603%	+$4.96M	0.03%	719
2025 Q2	$784K	Hold	15,056	–	–	﹤0.01%	1203
2025 Q1	$693K	Hold	15,056	–	–	0.01%	1120
2024 Q4	$752K	Buy	+15,056	New	+$741K	0.01%	1002

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

Joel Greenblatt's XLG Position: Q2 2026 in Review

Joel Greenblatt held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 105,818 shares worth $6.48M. The position accounts for 0.02% of the portfolio, ranked #895.

Joel Greenblatt first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Joel Greenblatt held 105,818 shares of Invesco S&P 500 Top 50 ETF worth $6.48M as of Q2 2026.
Joel Greenblatt left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.02% of Joel Greenblatt's portfolio in Q2 2026, its #895 holding.
Joel Greenblatt first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.