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

Mather Group’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 		$1M Buy
16,343
+223
+1% +$13.6K 0.01% 378
2026
Q1 		$879K Hold
16,120
– – 0.01% 356
2025
Q4 		$956K Hold
16,120
– – 0.01% 286
2025
Q3 		$927K Hold
16,120
– – 0.01% 291
2025
Q2 		$840K Buy
16,120
+15,919
+7,920% +$757K 0.01% 293
2025
Q1 		$9.25K Buy
+201
New +$9.92K ﹤0.01% 1271

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mather Group's XLG Position: Q2 2026 in Review

Mather Group increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.4% in Q2 2026, buying an estimated $13.6K and bringing the position to 16,343 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #378.

Mather Group first reported a position in XLG in Q1 2025 and has held it in 6 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Mather Group held 16,343 shares of Invesco S&P 500 Top 50 ETF worth $1M as of Q2 2026.
  • Mather Group bought 223 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $13.6K.
  • Invesco S&P 500 Top 50 ETF made up 0.01% of Mather Group's portfolio in Q2 2026, its #378 holding.
  • Mather Group first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 6 quarters since.
  • 583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.