Ameritas Advisory Services’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 | $2.64M | Sell |
50,750
-9,466
| -16% | -$493K | 0.14% | 153 |
|
|
2025
Q1 | $2.85M | Buy |
60,216
+7,372
| +14% | +$349K | 0.12% | 173 |
|
|
2024
Q4 | $2.64M | Buy |
52,844
+6,678
| +14% | +$334K | 0.09% | 204 |
|
|
2024
Q3 | $2.19M | Buy |
46,166
+6,892
| +18% | +$328K | 0.09% | 205 |
|
|
2024
Q2 | $1.8M | Buy |
39,274
+19,848
| +102% | +$908K | 0.07% | 275 |
|
|
2024
Q1 | $804K | Buy |
19,426
+4,284
| +28% | +$177K | 0.03% | 433 |
|
|
2023
Q4 | $594K | Buy |
15,142
+1,399
| +10% | +$54.9K | 0.03% | 394 |
|
|
2023
Q3 | $469K | Buy |
13,743
+6,543
| +91% | +$223K | 0.02% | 508 |
|
|
2023
Q2 | $249K | Sell |
7,200
-3,320
| -32% | -$115K | 0.03% | 458 |
|
|
2023
Q1 | $329K | Sell |
10,520
-86,330
| -89% | -$2.7M | 0.02% | 617 |
|
|
2022
Q4 | $2.67M | Buy |
96,850
+31,330
| +48% | +$865K | 0.12% | 170 |
|
|
2022
Q3 | $1.76M | Buy |
65,520
+8,100
| +14% | +$218K | 0.11% | 188 |
|
|
2022
Q2 | $1.65M | Sell |
57,420
-40,200
| -41% | -$1.15M | 0.1% | 210 |
|
|
2022
Q1 | $3.43M | Buy |
97,620
+22,530
| +30% | +$792K | 0.13% | 131 |
|
|
2021
Q4 | $2.77M | Buy |
+75,090
| New | +$2.77M | 0.1% | 170 |
|