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

MAI 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 Q1	$28K	Buy	514 +1	+0.2%	+$57	﹤0.01%	2590
2025 Q4	$30.4K	Buy	513 +1	+0.2%	+$59	﹤0.01%	2292
2025 Q3	$29.5K	Sell	512 -54	-10%	-$2.95K	﹤0.01%	2220
2025 Q2	$29.5K	Buy	566 +56	+11%	+$2.66K	﹤0.01%	2158
2025 Q1	$23.5K	Sell	510 -56	-10%	-$2.76K	﹤0.01%	2114
2024 Q4	$28.3K	Buy	+566	New	+$27.9K	﹤0.01%	2062

Other funds holding XLG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MAI Capital Management's XLG Position: Q1 2026 in Review

MAI Capital Management increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.19% in Q1 2026, buying an estimated $57 and bringing the position to 514 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #2590.

MAI Capital Management first reported a position in XLG in Q4 2024 and has held it in 6 quarters since. The position peaked at $30.4K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

MAI Capital Management held 514 shares of Invesco S&P 500 Top 50 ETF worth $28K as of Q1 2026.
MAI Capital Management bought 1 Invesco S&P 500 Top 50 ETF share in Q1 2026, an estimated $57.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2590 holding.
MAI Capital Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 6 quarters since.
MAI Capital Management's Invesco S&P 500 Top 50 ETF position peaked at $30.4K in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.