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 Q2	–	Sell	-514	Closed	-$28K	–	4752
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 $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

MAI Capital Management's XLG Position: Q2 2026 in Review

MAI Capital Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026, closing a stake of 514 shares — an estimated $28K sold.

MAI Capital Management first reported a position in XLG in Q4 2024 and held it in 6 quarters. The position peaked at $30.4K in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

MAI Capital Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 514 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $28K.
MAI Capital Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Invesco S&P 500 Top 50 ETF position peaked at $30.4K in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.