Beacon Pointe 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 | $962K | Sell |
18,462
-2,066
| -10% | -$108K | 0.01% | 681 |
|
|
2025
Q1 | $945K | Buy |
20,528
+3,718
| +22% | +$171K | 0.01% | 652 |
|
|
2024
Q4 | $840K | Buy |
16,810
+2,377
| +16% | +$119K | 0.01% | 683 |
|
|
2024
Q3 | $686K | Buy |
14,433
+500
| +4% | +$23.8K | 0.01% | 737 |
|
|
2024
Q2 | $637K | Buy |
13,933
+7,621
| +121% | +$349K | 0.01% | 789 |
|
|
2024
Q1 | $266K | Buy |
+6,312
| New | +$266K | ﹤0.01% | 1134 |
|