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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

S.A. Mason's XLG Position: Q1 2026 in Review

S.A. Mason held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q1 2026 at 2,600 shares worth $142K. The position accounts for 0.05% of the portfolio, ranked #231.

S.A. Mason first reported a position in XLG in Q4 2019 and has held it in 14 quarters since. The position peaked at $155K in Q4 2024. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

S.A. Mason held 2,600 shares of Invesco S&P 500 Top 50 ETF worth $142K as of Q1 2026.
S.A. Mason left its Invesco S&P 500 Top 50 ETF share count unchanged in Q1 2026.
Invesco S&P 500 Top 50 ETF made up 0.05% of S.A. Mason's portfolio in Q1 2026, its #231 holding.
S.A. Mason first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2019 and has held it in 14 quarters since.
S.A. Mason's Invesco S&P 500 Top 50 ETF position peaked at $155K in Q4 2024.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.