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 Q2	$826K	Buy	13,496 +1,000	+8%	+$61K	0.01%	243
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Forvis Mazars Wealth Advisors's XLG Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 8% in Q2 2026, buying an estimated $61K and bringing the position to 13,496 shares worth $826K. The position accounts for 0.01% of the portfolio, ranked #243.

Forvis Mazars Wealth Advisors first reported a position in XLG in Q2 2025 and has held it in 5 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Forvis Mazars Wealth Advisors held 13,496 shares of Invesco S&P 500 Top 50 ETF worth $826K as of Q2 2026.
Forvis Mazars Wealth Advisors bought 1,000 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $61K.
Invesco S&P 500 Top 50 ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #243 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 5 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.