Mayflower Financial Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Mayflower Financial Advisors’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	$1.07M	Sell	17,466 -1,759	-9%	-$107K	0.09%	187
2026 Q1	$1.05M	Sell	19,225 -138,768	-88%	-$7.97M	0.13%	164
2025 Q4	$9.37M	Buy	157,993 +6,758	+4%	+$397K	1.13%	19
2025 Q3	$8.7M	Buy	151,235 +84,147	+125%	+$4.6M	1.09%	19
2025 Q2	$3.5M	Buy	67,088 +32,001	+91%	+$1.52M	0.49%	52
2025 Q1	$1.61M	Buy	+35,087	New	+$1.73M	0.25%	99

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

Mayflower Financial Advisors's XLG Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 9.1% in Q2 2026, selling an estimated $107K and leaving 17,466 shares worth $1.07M. The position accounts for 0.09% of the portfolio, ranked #187.

Mayflower Financial Advisors first reported a position in XLG in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.37M in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Mayflower Financial Advisors held 17,466 shares of Invesco S&P 500 Top 50 ETF worth $1.07M as of Q2 2026.
Mayflower Financial Advisors sold 1,759 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $107K.
Invesco S&P 500 Top 50 ETF made up 0.09% of Mayflower Financial Advisors's portfolio in Q2 2026, its #187 holding.
Mayflower Financial Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 6 quarters since.
Mayflower Financial Advisors's Invesco S&P 500 Top 50 ETF position peaked at $9.37M in Q4 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.