Axxcess Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
24,889
+8,985
| +56% | +$468K | 0.03% | 369 |
|
|
2025
Q1 | $732K | Buy |
+15,904
| New | +$732K | 0.02% | 465 |
|
|
2024
Q2 | – | Sell |
-5,315
| Closed | -$224K | – | 959 |
|
|
2024
Q1 | $224K | Buy |
+5,315
| New | +$224K | 0.01% | 774 |
|
|
2022
Q4 | – | Sell |
-55,120
| Closed | -$1.48M | – | 692 |
|
|
2022
Q3 | $1.48M | Buy |
+55,120
| New | +$1.48M | 0.14% | 141 |
|
|
2022
Q2 | – | Sell |
-9,450
| Closed | -$332K | – | 681 |
|
|
2022
Q1 | $332K | Sell |
9,450
-1,000
| -10% | -$35.1K | 0.03% | 446 |
|
|
2021
Q4 | $386K | Buy |
+10,450
| New | +$386K | 0.03% | 414 |
|