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
Q2
$2.96M Sell
2025
Q1
$2.67M Sell
2024
Q4
$3.88M Buy
2024
Q3
$1.84M Buy
2024
Q2
$774K Buy
2024
Q1
$578K Buy
2023
Q4
$501K Buy
2023
Q3
Sell
2023
Q2
$265K Buy
2023
Q1
Sell
2022
Q4
$210M Buy