John Overdeck’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

John Overdeck’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	$315K	Sell	5,150 -208,300	-98%	-$12.7M	﹤0.01%	4486
2026 Q1	$11.6M	Buy	+213,450	New	+$12.3M	0.01%	1303
2025 Q4	–	Sell	-886,250	Closed	-$51M	–	4474
2025 Q3	$51M	Sell	886,250 -606,800	-41%	-$33.2M	0.08%	325
2025 Q2	$77.8M	Sell	1,493,050 -422,000	-22%	-$20.1M	0.14%	191
2025 Q1	$88.1M	Buy	1,915,050 +849,500	+80%	+$41.9M	0.19%	130
2024 Q4	$53.2M	Buy	1,065,550 +345,350	+48%	+$17M	0.12%	214
2024 Q3	$34.2M	Buy	720,200 +610,900	+559%	+$28.1M	0.08%	327
2024 Q2	$5M	Sell	109,300 -71,900	-40%	-$3.09M	0.01%	1012
2024 Q1	$7.63M	Sell	181,200 -4,400	-2%	-$177K	0.02%	763
2023 Q4	$7M	Buy	185,600 +43,300	+30%	+$1.55M	0.02%	825
2023 Q3	$4.83M	Buy	+142,300	New	+$5M	0.01%	921

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

John Overdeck's XLG Position: Q2 2026 in Review

John Overdeck reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 98% in Q2 2026, selling an estimated $12.7M and leaving 5,150 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #4486.

John Overdeck first reported a position in XLG in Q3 2023 and has held it in 11 quarters since. The position peaked at $88.1M in Q1 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

John Overdeck held 5,150 shares of Invesco S&P 500 Top 50 ETF worth $315K as of Q2 2026.
John Overdeck sold 208,300 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $12.7M.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4486 holding.
John Overdeck first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2023 and has held it in 11 quarters since.
John Overdeck's Invesco S&P 500 Top 50 ETF position peaked at $88.1M in Q1 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.