Mather Group
XLG icon

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
Q3 		$1.04M Hold
16,343
– – 0.01% 366
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 +$9.9K ﹤0.01% 1271

Other funds holding XLG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Quattro Financial Advisors
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
Polaris Financial Partners
Polaris Financial Partners Westerville, Ohio $223M AUM
Cyr Financial
Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mather Group's XLG Position: Q3 2026 in Review

Mather Group held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q3 2026 at 16,343 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #366.

Mather Group first reported a position in XLG in Q1 2025 and has held it in 7 quarters since. 160 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • Mather Group held 16,343 shares of Invesco S&P 500 Top 50 ETF worth $1.04M as of Q3 2026.
  • Mather Group left its Invesco S&P 500 Top 50 ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 Top 50 ETF made up 0.01% of Mather Group's portfolio in Q3 2026, its #366 holding.
  • Mather Group first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 7 quarters since.
  • 160 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.