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 Q2	$342K	Sell	5,581 -350	-6%	-$21.4K	﹤0.01%	1950
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 $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

Neuberger Berman Group's XLG Position: Q2 2026 in Review

Neuberger Berman Group reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 5.9% in Q2 2026, selling an estimated $21.4K and leaving 5,581 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Neuberger Berman Group first reported a position in XLG in Q2 2024 and has held it in 7 quarters since. The position peaked at $352K in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Neuberger Berman Group held 5,581 shares of Invesco S&P 500 Top 50 ETF worth $342K as of Q2 2026.
Neuberger Berman Group sold 350 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $21.4K.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1950 holding.
Neuberger Berman Group first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 7 quarters since.
Neuberger Berman Group's Invesco S&P 500 Top 50 ETF position peaked at $352K in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.