Johnson Financial Group Inc (Wisconsin)’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$138M	Buy	2,255,508 +183,832	+9%	+$11.2M	4.54%	4
2026 Q1	$113M	Buy	2,071,676 +53,884	+3%	+$3.09M	4.09%	5
2025 Q4	$120M	Sell	2,017,792 -28,073	-1%	-$1.65M	4.48%	4
2025 Q3	$118M	Buy	2,045,865 +304,958	+18%	+$16.7M	4.42%	4
2025 Q2	$90.7M	Buy	1,740,907 +27,939	+2%	+$1.33M	4.08%	4
2025 Q1	$78.8M	Buy	1,712,968 +50,297	+3%	+$2.48M	3.86%	4
2024 Q4	$84.4M	Sell	1,662,671 -71,224	-4%	-$3.51M	3.99%	4
2024 Q3	$82.4M	Buy	1,733,895 +212,607	+14%	+$9.77M	3.76%	5
2024 Q2	$69.6M	Buy	1,521,288 +488,035	+47%	+$20.9M	3.37%	5
2024 Q1	$43.5M	Buy	+1,033,253	New	+$41.6M	2.34%	10

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s XLG Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 8.9% in Q2 2026, buying an estimated $11.2M and bringing the position to 2,255,508 shares worth $138M. The position accounts for 4.54% of the portfolio, ranked #4.

Johnson Financial Group Inc (Wisconsin) first reported a position in XLG in Q1 2024 and has held it in 10 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 2,255,508 shares of Invesco S&P 500 Top 50 ETF worth $138M as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) bought 183,832 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $11.2M.
Invesco S&P 500 Top 50 ETF made up 4.54% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #4 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 10 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.