Mariner’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Mariner’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	$1.98M	Sell	32,337 -31,430	-49%	-$1.92M	﹤0.01%	1503
2026 Q1	$3.48M	Sell	63,767 -165,962	-72%	-$9.53M	﹤0.01%	1215
2025 Q4	$13.6M	Sell	229,729 -8,408	-4%	-$494K	0.02%	572
2025 Q3	$13.7M	Buy	238,137 +38,654	+19%	+$2.11M	0.02%	519
2025 Q2	$10.4M	Sell	199,483 -18,441	-8%	-$877K	0.02%	587
2025 Q1	$10M	Buy	217,924 +63,877	+41%	+$3.15M	0.02%	554
2024 Q4	$7.7M	Buy	154,047 +74,727	+94%	+$3.68M	0.01%	637
2024 Q3	$3.77M	Sell	79,320 -29,670	-27%	-$1.36M	0.01%	888
2024 Q2	$4.99M	Sell	108,990 -1,061	-1%	-$45.5K	0.01%	723
2024 Q1	$4.64M	Buy	110,051 +1,101	+1%	+$44.3K	0.01%	765
2023 Q4	$4.11M	Sell	108,950 -2,749	-2%	-$98.1K	0.01%	761
2023 Q3	$3.79M	Buy	111,699 +69,029	+162%	+$2.43M	0.01%	736
2023 Q2	$1.49M	Buy	42,670 +40	+0.1%	+$1.3K	﹤0.01%	1095
2023 Q1	$1.32M	Sell	42,630 -2,300	-5%	-$67.5K	﹤0.01%	1141
2022 Q4	$1.24M	Sell	44,930 -340	-0.8%	-$9.59K	﹤0.01%	1141
2022 Q3	$1.22M	Buy	+45,270	New	+$1.37M	﹤0.01%	969
2019 Q3	–	Sell	-38,160	Closed	-$801K	–	1065
2019 Q2	$801K	Buy	+38,160	New	+$791K	0.01%	582

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

Mariner's XLG Position: Q2 2026 in Review

Mariner reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 49% in Q2 2026, selling an estimated $1.92M and leaving 32,337 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

Mariner first reported a position in XLG in Q2 2019 and has held it in 17 quarters since. The position peaked at $13.7M in Q3 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Mariner held 32,337 shares of Invesco S&P 500 Top 50 ETF worth $1.98M as of Q2 2026.
Mariner sold 31,430 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $1.92M.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1503 holding.
Mariner first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2019 and has held it in 17 quarters since.
Mariner's Invesco S&P 500 Top 50 ETF position peaked at $13.7M in Q3 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.