AssetMark Inc
XLG icon

AssetMark Inc’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

AssetMark Inc’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 		$33.1K Buy
541
+196
+57% +$12K ﹤0.01% 2001
2026
Q1 		$18.8K Sell
345
-1,007
-74% -$57.8K ﹤0.01% 2077
2025
Q4 		$80.1K Buy
1,352
+20
+2% +$1.18K ﹤0.01% 1572
2025
Q3 		$76.6K Buy
1,332
+166
+14% +$9.08K ﹤0.01% 1506
2025
Q2 		$60.7K Sell
1,166
-5,829
-83% -$277K ﹤0.01% 1500
2025
Q1 		$322K Buy
6,995
+4,047
+137% +$200K ﹤0.01% 1060
2024
Q4 		$147K Buy
2,948
+582
+25% +$28.7K ﹤0.01% 1172
2024
Q3 		$112K Buy
2,366
+2,262
+2,175% +$104K ﹤0.01% 1131
2024
Q2 		$4.76K Buy
104
+98
+1,633% +$4.21K ﹤0.01% 1607
2024
Q1 		$253 Sell
6
-2,575
-100% -$104K ﹤0.01% 1777
2023
Q4 		$97.4K Buy
2,581
+1,128
+78% +$40.3K ﹤0.01% 1042
2023
Q3 		$49.3K Buy
+1,453
New +$51.1K ﹤0.01% 1097
2023
Q1 		– Sell
-700
Closed -$19.3K – 1719
2022
Q4 		$19.3K Buy
700
+560
+400% +$15.8K ﹤0.01% 1210
2022
Q3 		$4K Buy
+140
New +$4.22K ﹤0.01% 1342
2022
Q2 		– Sell
-2,720
Closed -$96K – 1700
2022
Q1 		$96K Sell
2,720
-4,510
-62% -$155K ﹤0.01% 798
2021
Q4 		$267K Buy
7,230
+7,140
+7,933% +$255K ﹤0.01% 651
2021
Q3 		$3K Buy
90
+40
+80% +$1.35K ﹤0.01% 1241
2021
Q2 		$2K Sell
50
-100
-67% -$3.13K ﹤0.01% 1222
2021
Q1 		$4K Sell
150
-6,280
-98% -$183K ﹤0.01% 1074
2020
Q4 		$183K Buy
6,430
+6,290
+4,493% +$171K ﹤0.01% 557
2020
Q3 		$4K Buy
+140
New +$3.62K ﹤0.01% 1026
2017
Q1 		– Sell
-10
Closed – – 1458
2016
Q4 		$0 Buy
+10
New +$154 ﹤0.01% 1403

Other funds holding XLG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc's XLG Position: Q2 2026 in Review

AssetMark Inc increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 57% in Q2 2026, buying an estimated $12K and bringing the position to 541 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

AssetMark Inc first reported a position in XLG in Q4 2016 and has held it in 22 quarters since. The position peaked at $322K in Q1 2025. 287 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • AssetMark Inc held 541 shares of Invesco S&P 500 Top 50 ETF worth $33.1K as of Q2 2026.
  • AssetMark Inc bought 196 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $12K.
  • Invesco S&P 500 Top 50 ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2001 holding.
  • AssetMark Inc first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2016 and has held it in 22 quarters since.
  • AssetMark Inc's Invesco S&P 500 Top 50 ETF position peaked at $322K in Q1 2025.
  • 287 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.