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NBT Bank’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

NBT Bank’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 		$1.36K Sell
25
-34
-58% -$1.95K ﹤0.01% 881
2025
Q4 		$1.48K Buy
+59
New +$3.47K ﹤0.01% 772

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
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
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NBT Bank's XLG Position: Q1 2026 in Review

NBT Bank reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 58% in Q1 2026, selling an estimated $1.95K and leaving 25 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

NBT Bank first reported a position in XLG in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.48K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • NBT Bank held 25 shares of Invesco S&P 500 Top 50 ETF worth $1.36K as of Q1 2026.
  • NBT Bank sold 34 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $1.95K.
  • Invesco S&P 500 Top 50 ETF made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #881 holding.
  • NBT Bank first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 2 quarters since.
  • NBT Bank's Invesco S&P 500 Top 50 ETF position peaked at $1.48K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.