William Blair & Company
XLG icon

William Blair & Company’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

William Blair & Company’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 		$1.15M Sell
21,019
-605
-3% -$34.7K ﹤0.01% 898
2025
Q4 		$1.28M Buy
21,624
+145
+0.7% +$8.52K ﹤0.01% 871
2025
Q3 		$1.24M Sell
21,479
-2,600
-11% -$142K ﹤0.01% 859
2025
Q2 		$1.25M Sell
24,079
-106
-0.4% -$5.04K ﹤0.01% 827
2025
Q1 		$1.11M Sell
24,185
-125
-0.5% -$6.17K ﹤0.01% 849
2024
Q4 		$1.21M Buy
24,310
+650
+3% +$32K ﹤0.01% 835
2024
Q3 		$1.12M Sell
23,660
-350
-1% -$16.1K ﹤0.01% 878
2024
Q2 		$1.1M Buy
24,010
+1,820
+8% +$78.1K ﹤0.01% 845
2024
Q1 		$935K Hold
22,190
– – ﹤0.01% 891
2023
Q4 		$837K Hold
22,190
– – ﹤0.01% 911
2023
Q3 		$754K Hold
22,190
– – ﹤0.01% 928
2023
Q2 		$776K Hold
22,190
– – ﹤0.01% 923
2023
Q1 		$689K Buy
22,190
+11,140
+101% +$327K ﹤0.01% 938
2022
Q4 		$305K Buy
11,050
+2,680
+32% +$75.6K ﹤0.01% 1227
2022
Q3 		$225K Buy
8,370
+920
+12% +$27.7K ﹤0.01% 1345
2022
Q2 		$213K Hold
7,450
– – ﹤0.01% 1393
2022
Q1 		$262K Sell
7,450
-500
-6% -$17.2K ﹤0.01% 1414
2021
Q4 		$293K Hold
7,950
– – ﹤0.01% 1430
2021
Q3 		$262K Hold
7,950
– – ﹤0.01% 1379
2021
Q2 		$259K Hold
7,950
– – ﹤0.01% 1406
2021
Q1 		$236K Hold
7,950
– – ﹤0.01% 1420
2020
Q4 		$227K Hold
7,950
– – ﹤0.01% 1377
2020
Q3 		$208K Hold
7,950
– – ﹤0.01% 1283
2020
Q2 		$189K Sell
7,950
-3,820
-32% -$85.4K ﹤0.01% 1259
2020
Q1 		$230K Sell
11,770
-10
-0.1% -$225 ﹤0.01% 1109
2019
Q4 		$275K Buy
11,780
+3,830
+48% +$85.1K ﹤0.01% 1203
2019
Q3 		$169K Hold
7,950
– – ﹤0.01% 1307
2019
Q2 		$167K Sell
7,950
-1,000
-11% -$20.7K ﹤0.01% 1348
2019
Q1 		$182K Hold
8,950
– – ﹤0.01% 1316
2018
Q4 		$161K Buy
+8,950
New +$174K ﹤0.01% 1261

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

William Blair & Company's XLG Position: Q1 2026 in Review

William Blair & Company reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.8% in Q1 2026, selling an estimated $34.7K and leaving 21,019 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #898.

William Blair & Company first reported a position in XLG in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.28M in Q4 2025. 560 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • William Blair & Company held 21,019 shares of Invesco S&P 500 Top 50 ETF worth $1.15M as of Q1 2026.
  • William Blair & Company sold 605 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $34.7K.
  • Invesco S&P 500 Top 50 ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #898 holding.
  • William Blair & Company first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2018 and has held it in 30 quarters since.
  • William Blair & Company's Invesco S&P 500 Top 50 ETF position peaked at $1.28M in Q4 2025.
  • 560 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.