Advisornet Financial’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.7K | Buy |
1,242
+1,123
| +944% | +$58.5K | ﹤0.01% | 904 |
|
|
2025
Q1 | $5.48K | Buy |
+119
| New | +$5.48K | ﹤0.01% | 1570 |
|
|
2022
Q4 | – | Sell |
-15,150
| Closed | -$408K | – | 2489 |
|
|
2022
Q3 | $408K | Sell |
15,150
-2,450
| -14% | -$66K | 0.04% | 356 |
|
|
2022
Q2 | $504K | Sell |
17,600
-5,780
| -25% | -$166K | 0.05% | 316 |
|
|
2022
Q1 | $822K | Sell |
23,380
-8,500
| -27% | -$299K | 0.05% | 285 |
|
|
2021
Q4 | $1.18M | Sell |
31,880
-9,730
| -23% | -$359K | 0.07% | 233 |
|
|
2021
Q3 | $1.37M | Sell |
41,610
-3,900
| -9% | -$129K | 0.1% | 188 |
|
|
2021
Q2 | $1.48M | Sell |
45,510
-5,050
| -10% | -$164K | 0.1% | 188 |
|
|
2021
Q1 | $1.5M | Sell |
50,560
-4,160
| -8% | -$123K | 0.11% | 181 |
|
|
2020
Q4 | $1.56M | Sell |
54,720
-10,780
| -16% | -$308K | 0.13% | 159 |
|
|
2020
Q3 | $1.72M | Sell |
65,500
-3,560
| -5% | -$93.3K | 0.15% | 149 |
|
|
2020
Q2 | $1.64M | Buy |
69,060
+4,930
| +8% | +$117K | 0.13% | 159 |
|
|
2020
Q1 | $1.25M | Buy |
64,130
+53,250
| +489% | +$1.04M | 0.12% | 160 |
|
|
2019
Q4 | $254K | Hold |
10,880
| – | – | 0.02% | 458 |
|
|
2019
Q3 | $231K | Sell |
10,880
-1,470
| -12% | -$31.2K | 0.02% | 471 |
|
|
2019
Q2 | $259K | Sell |
12,350
-80
| -0.6% | -$1.68K | 0.03% | 406 |
|
|
2019
Q1 | $252K | Sell |
12,430
-130
| -1% | -$2.64K | 0.03% | 391 |
|
|
2018
Q4 | $226K | Sell |
12,560
-12,390
| -50% | -$223K | 0.03% | 383 |
|
|
2018
Q3 | $522K | Buy |
24,950
+1,070
| +4% | +$22.4K | 0.07% | 257 |
|
|
2018
Q2 | $460K | Buy |
23,880
+2,270
| +11% | +$43.7K | 0.06% | 244 |
|
|
2018
Q1 | $404K | Hold |
21,610
| – | – | 0.06% | 262 |
|
|
2017
Q4 | $411K | Buy |
+21,610
| New | +$411K | 0.06% | 229 |
|