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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$90.7M Buy
1,740,907
+27,939
+2% +$1.46M 4.08% 4
2025
Q1
$78.8M Buy
1,712,968
+50,297
+3% +$2.31M 3.86% 4
2024
Q4
$84.4M Sell
1,662,671
-71,224
-4% -$3.62M 3.99% 4
2024
Q3
$82.4M Buy
1,733,895
+212,607
+14% +$10.1M 3.76% 5
2024
Q2
$69.6M Buy
1,521,288
+488,035
+47% +$22.3M 3.37% 5
2024
Q1
$43.5M Buy
+1,033,253
New +$43.5M 2.34% 10