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

Stifel 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 Q2	$68.7M	Buy	1,122,247 +115,519	+11%	+$7.05M	0.06%	319
2026 Q1	$54.9M	Buy	1,006,728 +61,201	+6%	+$3.52M	0.05%	342
2025 Q4	$56.1M	Buy	945,527 +21,020	+2%	+$1.24M	0.05%	336
2025 Q3	$53.2M	Buy	924,507 +10,547	+1%	+$577K	0.05%	345
2025 Q2	$47.6M	Sell	913,960 -95,148	-9%	-$4.53M	0.05%	353
2025 Q1	$46.4M	Buy	1,009,108 +1,038	+0.1%	+$51.2K	0.05%	337
2024 Q4	$50.4M	Buy	1,008,070 +66,640	+7%	+$3.28M	0.05%	325
2024 Q3	$44.7M	Sell	941,430 -69,047	-7%	-$3.17M	0.05%	341
2024 Q2	$46.2M	Sell	1,010,477 -56,356	-5%	-$2.42M	0.05%	317
2024 Q1	$44.9M	Buy	1,066,833 +221,783	+26%	+$8.92M	0.05%	325
2023 Q4	$31.9M	Buy	845,050 +466,733	+123%	+$16.7M	0.04%	377
2023 Q3	$12.8M	Buy	378,317 +15,207	+4%	+$535K	0.02%	629
2023 Q2	$12.7M	Buy	363,110 +189,110	+109%	+$6.16M	0.02%	631
2023 Q1	$5.4M	Sell	174,000 -21,470	-11%	-$630K	0.01%	974
2022 Q4	$5.4M	Sell	195,470 -12,710	-6%	-$359K	0.01%	941
2022 Q3	$5.6M	Buy	208,180 +17,330	+9%	+$523K	0.01%	888
2022 Q2	$5.47M	Sell	190,850 -7,780	-4%	-$242K	0.01%	929
2022 Q1	$6.98M	Sell	198,630 -28,790	-13%	-$990K	0.01%	885
2021 Q4	$8.4M	Buy	227,420 +3,410	+2%	+$122K	0.01%	818
2021 Q3	$7.4M	Sell	224,010 -790	-0.4%	-$26.8K	0.01%	839
2021 Q2	$7.32M	Sell	224,800 -1,250	-0.6%	-$39.2K	0.01%	830
2021 Q1	$6.71M	Buy	226,050 +4,320	+2%	+$126K	0.01%	823
2020 Q4	$6.33M	Buy	221,730 +29,010	+15%	+$790K	0.01%	774
2020 Q3	$5.05M	Sell	192,720 -64,440	-25%	-$1.66M	0.01%	758
2020 Q2	$6.12M	Sell	257,160 -62,490	-20%	-$1.4M	0.01%	663
2020 Q1	$6.25M	Sell	319,650 -30,780	-9%	-$693K	0.02%	594
2019 Q4	$8.19M	Sell	350,430 -13,580	-4%	-$302K	0.02%	682
2019 Q3	$7.73M	Sell	364,010 -20,330	-5%	-$431K	0.02%	654
2019 Q2	$8.06M	Sell	384,340 -145,660	-27%	-$3.02M	0.02%	660
2019 Q1	$10.7M	Buy	530,000 +2,000	+0.4%	+$38.8K	0.03%	510
2018 Q4	$9.49M	Buy	528,000 +1,350	+0.3%	+$26.2K	0.03%	510
2018 Q3	$11M	Sell	526,650 -7,380	-1%	-$151K	0.03%	500
2018 Q2	$10.3M	Buy	534,030 +8,610	+2%	+$165K	0.03%	530
2018 Q1	$9.81M	Sell	525,420 -190,200	-27%	-$3.7M	0.03%	543
2017 Q4	$13.6M	Sell	715,620 -49,420	-6%	-$913K	0.04%	403
2017 Q3	$13.6M	Buy	765,040 +159,520	+26%	+$2.79M	0.05%	391
2017 Q2	$10.4M	Sell	605,520 -125,720	-17%	-$2.14M	0.04%	460
2017 Q1	$12.2M	Sell	731,240 -4,600	-0.6%	-$75.4K	0.05%	387
2016 Q4	$11.6M	Sell	735,840 -7,510	-1%	-$115K	0.05%	369
2016 Q3	$11.4M	Sell	743,350 -48,220	-6%	-$736K	0.05%	344
2016 Q2	$11.7M	Buy	791,570 +33,790	+4%	+$495K	0.05%	329
2016 Q1	$11M	Sell	757,780 -60	-0%	-$833	0.06%	307
2015 Q4	$11M	Sell	757,840 -23,110	-3%	-$334K	0.06%	334
2015 Q3	$10.4M	Sell	780,950 -10,640	-1%	-$149K	0.06%	331
2015 Q2	$11.2M	Buy	791,590 +60,470	+8%	+$872K	0.06%	336
2015 Q1	$10.3M	Buy	731,120 +30,240	+4%	+$429K	0.06%	392
2014 Q4	$9.93M	Buy	700,880 +13,470	+2%	+$189K	0.06%	395
2014 Q3	$9.49M	Buy	687,410 +112,890	+20%	+$1.55M	0.08%	292
2014 Q2	$7.74M	Sell	574,520 -56,490	-9%	-$745K	0.07%	342
2014 Q1	$8.18M	Buy	+631,010	New	+$8.05M	0.08%	320

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

Stifel Financial's XLG Position: Q2 2026 in Review

Stifel Financial increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 11% in Q2 2026, buying an estimated $7.05M and bringing the position to 1,122,247 shares worth $68.7M. The position accounts for 0.06% of the portfolio, ranked #319.

Stifel Financial first reported a position in XLG in Q1 2014 and has held it in 50 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Stifel Financial held 1,122,247 shares of Invesco S&P 500 Top 50 ETF worth $68.7M as of Q2 2026.
Stifel Financial bought 115,519 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $7.05M.
Invesco S&P 500 Top 50 ETF made up 0.06% of Stifel Financial's portfolio in Q2 2026, its #319 holding.
Stifel Financial first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2014 and has held it in 50 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.