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Forvis Mazars Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Forvis Mazars Wealth Advisors’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 		$682K Buy
12,496
+65
+0.5% +$3.73K 0.01% 245
2025
Q4 		$737K Sell
12,431
-156
-1% -$9.17K 0.01% 241
2025
Q3 		$724K Buy
12,587
+4,487
+55% +$245K 0.01% 239
2025
Q2 		$422K Buy
+8,100
New +$385K 0.01% 311

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

Forvis Mazars Wealth Advisors's XLG Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.52% in Q1 2026, buying an estimated $3.73K and bringing the position to 12,496 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #245.

Forvis Mazars Wealth Advisors first reported a position in XLG in Q2 2025 and has held it in 4 quarters since. The position peaked at $737K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 12,496 shares of Invesco S&P 500 Top 50 ETF worth $682K as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 65 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $3.73K.
  • Invesco S&P 500 Top 50 ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #245 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and has held it in 4 quarters since.
  • Forvis Mazars Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $737K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.