Jones Financial Companies’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Jones Financial Companies’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	$49.7M	Buy	837,467 +78,960	+10%	+$4.82M	0.02%	410
2026 Q1	$40.1M	Buy	758,507 +133,210	+21%	+$7.65M	0.02%	401
2025 Q4	$37.1M	Buy	625,297 +55,395	+10%	+$3.26M	0.02%	223
2025 Q3	$32.6M	Buy	569,902 +94,457	+20%	+$5.16M	0.02%	217
2025 Q2	$24.7M	Buy	475,445 +159,788	+51%	+$7.6M	0.02%	225
2025 Q1	$14.5M	Buy	315,657 +135,762	+75%	+$6.7M	0.01%	256
2024 Q4	$8.99M	Buy	179,895 +91,690	+104%	+$4.51M	0.01%	276
2024 Q3	$4.17M	Buy	88,205 +68,265	+342%	+$3.14M	﹤0.01%	319
2024 Q2	$912K	Buy	19,940 +17,970	+912%	+$771K	﹤0.01%	439
2024 Q1	$83K	Buy	+1,970	New	+$79.2K	﹤0.01%	629

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

Jones Financial Companies's XLG Position: Q2 2026 in Review

Jones Financial Companies increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 10% in Q2 2026, buying an estimated $4.82M and bringing the position to 837,467 shares worth $49.7M. The position accounts for 0.02% of the portfolio, ranked #410.

Jones Financial Companies first reported a position in XLG in Q1 2024 and has held it in 10 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Jones Financial Companies held 837,467 shares of Invesco S&P 500 Top 50 ETF worth $49.7M as of Q2 2026.
Jones Financial Companies bought 78,960 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $4.82M.
Invesco S&P 500 Top 50 ETF made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #410 holding.
Jones Financial Companies first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 10 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.