Atria Wealth Solutions’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 | $4M | Sell |
76,696
-25,226
| -25% | -$1.32M | 0.09% | 254 |
|
|
2025
Q1 | $4.69M | Buy |
101,922
+7,852
| +8% | +$361K | 0.06% | 355 |
|
|
2024
Q4 | $4.7M | Buy |
94,070
+21,962
| +30% | +$1.1M | 0.05% | 366 |
|
|
2024
Q3 | $3.43M | Buy |
72,108
+9,972
| +16% | +$474K | 0.04% | 447 |
|
|
2024
Q2 | $2.84M | Buy |
62,136
+15,021
| +32% | +$687K | 0.03% | 508 |
|
|
2024
Q1 | $1.98M | Buy |
47,115
+21,750
| +86% | +$916K | 0.02% | 639 |
|
|
2023
Q4 | $957K | Buy |
25,365
+15,400
| +155% | +$581K | 0.01% | 871 |
|
|
2023
Q3 | $338K | Buy |
9,965
+2,265
| +29% | +$76.9K | ﹤0.01% | 1334 |
|
|
2023
Q2 | $269K | Buy |
+7,700
| New | +$269K | ﹤0.01% | 1504 |
|
|
2022
Q2 | – | Sell |
-8,150
| Closed | -$286K | – | 1877 |
|
|
2022
Q1 | $286K | Buy |
+8,150
| New | +$286K | ﹤0.01% | 1344 |
|