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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s XLG Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.7% in Q1 2026, buying an estimated $3.09M and bringing the position to 2,071,676 shares worth $113M. The position accounts for 4.09% of the portfolio, ranked #5.

Johnson Financial Group Inc (Wisconsin) first reported a position in XLG in Q1 2024 and has held it in 9 quarters since. The position peaked at $120M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) held 2,071,676 shares of Invesco S&P 500 Top 50 ETF worth $113M as of Q1 2026.
Johnson Financial Group Inc (Wisconsin) bought 53,884 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $3.09M.
Invesco S&P 500 Top 50 ETF made up 4.09% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #5 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 9 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Invesco S&P 500 Top 50 ETF position peaked at $120M in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.