Northwestern Mutual Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Northwestern Mutual Wealth Management’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	$19.9M	Sell	365,616 -861,447	-70%	-$49.5M	0.01%	441
2025 Q4	$72.7M	Sell	1,227,063 -369,086	-23%	-$21.7M	0.05%	203
2025 Q3	$91.8M	Sell	1,596,149 -84,575	-5%	-$4.62M	0.06%	162
2025 Q2	$87.6M	Sell	1,680,724 -39,690	-2%	-$1.89M	0.06%	152
2025 Q1	$79.2M	Buy	1,720,414 +1,192,557	+226%	+$58.9M	0.06%	143
2024 Q4	$26.4M	Buy	527,857 +52,259	+11%	+$2.57M	0.02%	302
2024 Q3	$22.6M	Buy	475,598 +116,634	+32%	+$5.36M	0.02%	299
2024 Q2	$16.4M	Buy	358,964 +84,243	+31%	+$3.62M	0.02%	336
2024 Q1	$11.6M	Buy	274,721 +104,383	+61%	+$4.2M	0.01%	395
2023 Q4	$6.43M	Buy	170,338 +66,066	+63%	+$2.36M	0.01%	484
2023 Q3	$3.54M	Buy	104,272 +72,402	+227%	+$2.55M	﹤0.01%	581
2023 Q2	$1.11M	Sell	31,870 -380	-1%	-$12.4K	﹤0.01%	897
2023 Q1	$1M	Buy	32,250 +320	+1%	+$9.38K	﹤0.01%	897
2022 Q4	$881K	Buy	31,930 +2,870	+10%	+$81K	﹤0.01%	915
2022 Q3	$782K	Sell	29,060 -6,550	-18%	-$198K	﹤0.01%	900
2022 Q2	$1.02M	Buy	35,610 +10,530	+42%	+$328K	﹤0.01%	814
2022 Q1	$882K	Buy	25,080 +6,520	+35%	+$224K	﹤0.01%	893
2021 Q4	$685K	Buy	18,560 +3,340	+22%	+$119K	﹤0.01%	965
2021 Q3	$502K	Buy	15,220 +10	+0.1%	+$339	﹤0.01%	990
2021 Q2	$495K	Sell	15,210 -1,790	-11%	-$56.1K	﹤0.01%	990
2021 Q1	$504K	Buy	17,000 +240	+1%	+$6.99K	﹤0.01%	915
2020 Q4	$478K	Buy	16,760 +850	+5%	+$23.1K	﹤0.01%	846
2020 Q3	$417K	Buy	15,910 +1,340	+9%	+$34.6K	﹤0.01%	800
2020 Q2	$347K	Sell	14,570 -1,370	-9%	-$30.6K	﹤0.01%	795
2020 Q1	$312K	Buy	15,940 +30	+0.2%	+$676	﹤0.01%	762
2019 Q4	$371K	Sell	15,910 -250	-2%	-$5.56K	﹤0.01%	749
2019 Q3	$343K	Buy	16,160 +10,040	+164%	+$213K	﹤0.01%	735
2019 Q2	$128K	Sell	6,120 -80	-1%	-$1.66K	﹤0.01%	1027
2019 Q1	$126K	Buy	6,200 +20	+0.3%	+$388	﹤0.01%	1003
2018 Q4	$111K	Buy	6,180 +30	+0.5%	+$582	﹤0.01%	961
2018 Q3	$129K	Buy	6,150 +20	+0.3%	+$408	﹤0.01%	952
2018 Q2	$118K	Buy	6,130 +10	+0.2%	+$192	﹤0.01%	944
2018 Q1	$114K	Sell	6,120 -5,590	-48%	-$109K	﹤0.01%	914
2017 Q4	$223K	Buy	11,710 +50	+0.4%	+$924	﹤0.01%	697
2017 Q3	$207K	Buy	11,660 +1,190	+11%	+$20.8K	﹤0.01%	669
2017 Q2	$179K	Buy	10,470 +150	+1%	+$2.55K	﹤0.01%	701
2017 Q1	$172K	Sell	10,320 -4,180	-29%	-$68.5K	﹤0.01%	685
2016 Q4	$228K	Buy	+14,500	New	+$223K	﹤0.01%	617
2016 Q3	–	Sell	-15,310	Closed	-$226K	–	1564
2016 Q2	$226K	Sell	15,310 -1,130	-7%	-$16.6K	﹤0.01%	561
2016 Q1	$239K	Buy	+16,440	New	+$228K	﹤0.01%	528

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

Northwestern Mutual Wealth Management's XLG Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 70% in Q1 2026, selling an estimated $49.5M and leaving 365,616 shares worth $19.9M. The position accounts for 0.01% of the portfolio, ranked #441.

Northwestern Mutual Wealth Management first reported a position in XLG in Q1 2016 and has held it in 40 quarters since. The position peaked at $91.8M in Q3 2025. 560 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Northwestern Mutual Wealth Management held 365,616 shares of Invesco S&P 500 Top 50 ETF worth $19.9M as of Q1 2026.
Northwestern Mutual Wealth Management sold 861,447 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $49.5M.
Invesco S&P 500 Top 50 ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #441 holding.
Northwestern Mutual Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2016 and has held it in 40 quarters since.
Northwestern Mutual Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $91.8M in Q3 2025.
560 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.