Raymond James Financial’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Raymond James Financial’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	$156M	Buy	2,855,522 +126,037	+5%	+$7.24M	0.05%	354
2025 Q4	$162M	Sell	2,729,485 -171,414	-6%	-$10.1M	0.05%	333
2025 Q3	$167M	Buy	2,900,899 +33,367	+1%	+$1.82M	0.05%	316
2025 Q2	$149M	Buy	2,867,532 +588,257	+26%	+$28M	0.05%	332
2025 Q1	$105M	Buy	2,279,275 +25,649	+1%	+$1.27M	0.04%	415
2024 Q4	$113M	Buy	+2,253,626	New	+$111M	0.04%	396

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial's XLG Position: Q1 2026 in Review

Raymond James Financial increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 4.6% in Q1 2026, buying an estimated $7.24M and bringing the position to 2,855,522 shares worth $156M. The position accounts for 0.05% of the portfolio, ranked #354.

Raymond James Financial first reported a position in XLG in Q4 2024 and has held it in 6 quarters since. The position peaked at $167M in Q3 2025. 561 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Raymond James Financial held 2,855,522 shares of Invesco S&P 500 Top 50 ETF worth $156M as of Q1 2026.
Raymond James Financial bought 126,037 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $7.24M.
Invesco S&P 500 Top 50 ETF made up 0.05% of Raymond James Financial's portfolio in Q1 2026, its #354 holding.
Raymond James Financial first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Invesco S&P 500 Top 50 ETF position peaked at $167M in Q3 2025.
561 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.