Arete Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.12M | Sell |
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|
2025
Q2 | $2.96M | Sell |
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|
2025
Q1 | $2.67M | Sell |
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|
2024
Q4 | $3.88M | Buy |
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|
2024
Q3 | $1.84M | Buy |
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|
2024
Q2 | $774K | Buy |
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|
2024
Q1 | $578K | Buy |
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|
2023
Q4 | $501K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $265K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $210M | Buy |
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