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
Q3 		$731K Buy
11,486
+10,945
+2,023% +$681K ﹤0.01% 1164
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% +$1.36K ﹤0.01% 1241
2021
Q2 		$2K Sell
50
-100
-67% -$3.14K ﹤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

Principle Wealth Partners
Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return
Means Investment Company
Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Quattro Financial Advisors
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
Polaris Financial Partners
Polaris Financial Partners Westerville, Ohio $223M AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

AssetMark Inc's XLG Position: Q3 2026 in Review

AssetMark Inc increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 2,023% in Q3 2026, buying an estimated $681K and bringing the position to 11,486 shares worth $731K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

AssetMark Inc first reported a position in XLG in Q4 2016 and has held it in 23 quarters since. 337 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • AssetMark Inc held 11,486 shares of Invesco S&P 500 Top 50 ETF worth $731K as of Q3 2026.
  • AssetMark Inc bought 10,945 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $681K.
  • Invesco S&P 500 Top 50 ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1164 holding.
  • AssetMark Inc first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2016 and has held it in 23 quarters since.
  • 337 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.