Neuberger Berman Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Neuberger Berman Group’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	$324K	Hold	5,931	–	–	﹤0.01%	1804
2025 Q4	$352K	Hold	5,931	–	–	﹤0.01%	1743
2025 Q3	$341K	Buy	5,931 +1,803	+44%	+$98.6K	﹤0.01%	1716
2025 Q2	$215K	Buy	+4,128	New	+$196K	﹤0.01%	1868
2025 Q1	–	Sell	-4,090	Closed	-$204K	–	2070
2024 Q4	$204K	Buy	+4,090	New	+$201K	﹤0.01%	1793
2024 Q3	–	Sell	-7,350	Closed	-$336K	–	2002
2024 Q2	$336K	Buy	+7,350	New	+$315K	﹤0.01%	1617

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

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 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

Neuberger Berman Group's XLG Position: Q1 2026 in Review

Neuberger Berman Group held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q1 2026 at 5,931 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Neuberger Berman Group first reported a position in XLG in Q2 2024 and has held it in 6 quarters since. The position peaked at $352K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Neuberger Berman Group held 5,931 shares of Invesco S&P 500 Top 50 ETF worth $324K as of Q1 2026.
Neuberger Berman Group left its Invesco S&P 500 Top 50 ETF share count unchanged in Q1 2026.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1804 holding.
Neuberger Berman Group first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 6 quarters since.
Neuberger Berman Group's Invesco S&P 500 Top 50 ETF position peaked at $352K in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.