S.A. Mason’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

S.A. Mason’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	$165K	Hold	2,600	–	–	0.05%	235
2026 Q2	$159K	Hold	2,600	–	–	0.05%	234
2026 Q1	$142K	Hold	2,600	–	–	0.05%	231
2025 Q4	$154K	Hold	2,600	–	–	0.06%	216
2025 Q3	$150K	Hold	2,600	–	–	0.07%	212
2025 Q2	$135K	Sell	2,600 -500	-16%	-$23.8K	0.07%	206
2025 Q1	$143K	Hold	3,100	–	–	0.08%	203
2024 Q4	$155K	Hold	3,100	–	–	0.08%	190
2024 Q3	$147K	Hold	3,100	–	–	0.08%	192
2024 Q2	$142K	Hold	3,100	–	–	0.08%	186
2024 Q1	$131K	Hold	3,100	–	–	0.08%	187
2023 Q4	$117K	Hold	3,100	–	–	0.08%	188
2023 Q3	$105K	Buy	+3,100	New	+$109K	0.08%	197
2022 Q2	–	Sell	-3,350	Closed	-$118K	–	331
2022 Q1	$118K	Hold	3,350	–	–	0.07%	202
2021 Q4	$124K	Buy	+3,350	New	+$119K	0.07%	190
2020 Q1	–	Sell	-1,000	Closed	-$23K	–	466
2019 Q4	$23K	Buy	+1,000	New	+$22.2K	0.02%	286

Other funds holding XLG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

S.A. Mason's XLG Position: Q3 2026 in Review

S.A. Mason held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q3 2026 at 2,600 shares worth $165K. The position accounts for 0.05% of the portfolio, ranked #235.

S.A. Mason first reported a position in XLG in Q4 2019 and has held it in 16 quarters since. 356 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

S.A. Mason held 2,600 shares of Invesco S&P 500 Top 50 ETF worth $165K as of Q3 2026.
S.A. Mason left its Invesco S&P 500 Top 50 ETF share count unchanged in Q3 2026.
Invesco S&P 500 Top 50 ETF made up 0.05% of S.A. Mason's portfolio in Q3 2026, its #235 holding.
S.A. Mason first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2019 and has held it in 16 quarters since.
356 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.