B. Riley Wealth Advisors’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 | $502K | Buy |
+9,629
| New | +$502K | 0.02% | 516 |
|
|
2024
Q4 | $450K | Buy |
9,017
+239
| +3% | +$11.9K | 0.01% | 732 |
|
|
2024
Q3 | $415K | Buy |
8,778
+2,472
| +39% | +$117K | 0.01% | 817 |
|
|
2024
Q2 | $289K | Buy |
+6,306
| New | +$289K | 0.01% | 1048 |
|
|
2015
Q1 | – | Sell |
-530
| Closed | -$8 | – | 2007 |
|
|
2014
Q4 | $8 | Buy |
+530
| New | +$8 | ﹤0.01% | 2984 |
|