Burns Matteson Capital Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Burns Matteson Capital Management’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	$255K	Hold	4,170	–	–	0.08%	169
2026 Q1	$227K	Hold	4,170	–	–	0.08%	180
2025 Q4	$247K	Hold	4,170	–	–	0.09%	172
2025 Q3	$240K	Hold	4,170	–	–	0.09%	168
2025 Q2	$217K	Buy	+4,170	New	+$198K	0.1%	166
2025 Q1	–	Sell	-4,170	Closed	-$208K	–	201
2024 Q4	$208K	Sell	4,170 -289	-6%	-$14.2K	0.12%	144
2024 Q3	$212K	Hold	4,459	–	–	0.12%	141
2024 Q2	$204K	Buy	+4,459	New	+$191K	0.13%	143

Other funds holding XLG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

LFS

Lighthouse Financial Services Brea, California $476M AUM

Vision Retirement Ridgewood, New Jersey $414M AUM

Burns Matteson Capital Management's XLG Position: Q2 2026 in Review

Burns Matteson Capital Management held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 4,170 shares worth $255K. The position accounts for 0.08% of the portfolio, ranked #169.

Burns Matteson Capital Management first reported a position in XLG in Q2 2024 and has held it in 8 quarters since. 155 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Burns Matteson Capital Management held 4,170 shares of Invesco S&P 500 Top 50 ETF worth $255K as of Q2 2026.
Burns Matteson Capital Management left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.08% of Burns Matteson Capital Management's portfolio in Q2 2026, its #169 holding.
Burns Matteson Capital Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 8 quarters since.
155 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.