Ken Griffin’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Ken Griffin’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
2025 Q3	–	Sell	-5,700	Closed	-$297K	–	14293
2025 Q2	$297K	Buy	5,700 +700	+14%	+$33.3K	﹤0.01%	9849
2025 Q1	$230K	Sell	5,000 -5,000	-50%	-$247K	﹤0.01%	10172
2024 Q4	$500K	Sell	10,000 -16,100	-62%	-$793K	﹤0.01%	8555
2024 Q3	$1.24M	Sell	26,100 -17,500	-40%	-$804K	﹤0.01%	6423
2024 Q2	$1.99M	Buy	43,600 +41,700	+2,195%	+$1.79M	﹤0.01%	5317
2024 Q1	$80K	Buy	1,900 +1,800	+1,800%	+$72.4K	﹤0.01%	11657
2023 Q4	$3.77K	Buy	+100	New	+$3.57K	﹤0.01%	13563

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $2.03B AUM 27.56% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ken Griffin's XLG Position: Q1 2026 in Review

Ken Griffin opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026: 53,775 shares worth $2.93M. The stake represents ﹤0.01% of the portfolio and ranks #5308 among its holdings. This is a return to the name: Ken Griffin previously reported a position in XLG as recently as Q4 2024.

Ken Griffin first reported a position in XLG in Q1 2014 and has held it in 33 quarters since. The position peaked at $8.31M in Q3 2019. 562 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Ken Griffin held 53,775 shares of Invesco S&P 500 Top 50 ETF worth $2.93M as of Q1 2026.
Invesco S&P 500 Top 50 ETF was a new Ken Griffin position in Q1 2026.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #5308 holding.
Ken Griffin first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2014 and has held it in 33 quarters since.
Ken Griffin's Invesco S&P 500 Top 50 ETF position peaked at $8.31M in Q3 2019.
562 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.