Number of Shares
1.71 Mil
Current Holdings Value*
$78.83 Mil
% of Portfolio
3.86%
Total Estimate Gain
$19.66 Mil
% of Total Estimate Gain
26.30%

Johnson Financial Group, Inc.'s Invesco S&P 500 Top 50 ETF Holding Summary

As of 2025-03-31, Johnson Financial Group, Inc. held 1.71 Mil shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $78.83 Mil. This investment constitutes 3.86% of their stock portfolio, and Johnson Financial Group, Inc. now holds 0.96% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.

The initial trade took place in 2024Q1. And since then Johnson Financial Group, Inc. has made 4 purchases of XLG, at an average price of $41.90, for a total of 1.78 Mil shares. In addition, there have been 1 sales at an average price of $49.27 for 71,224.00 shares. Based on historical transaction data and XLG's current price of $53.07, Johnson Financial Group, Inc.'s estimated gain on his XLG holdings is $19.66 Mil, reflecting a 26.30% gain to date.

Johnson Financial Group, Inc. XLG ($53.07) Holding Chart

Johnson Financial Group, Inc. XLG ($53.07) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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