Belpointe Asset Management’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 | $276K | Sell |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $2.02M | Sell |
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|
2024
Q3 | $3.16M | Buy |
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|
2024
Q2 | $220K | Sell |
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|
2024
Q1 | $212K | Sell |
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|
2023
Q4 | $209K | Sell |
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|
2023
Q3 | $208K | Buy |
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|
2023
Q2 | $203K | Sell |
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|
2023
Q1 | $431K | Sell |
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|
2022
Q4 | $700K | Sell |
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|
2022
Q3 | $701K | Sell |
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|
2022
Q2 | $842K | Sell |
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|
2022
Q1 | $1.37M | Buy |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $148K | Sell |
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|
2021
Q2 | $157K | Sell |
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|
2021
Q1 | $152K | Buy |
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|
2020
Q4 | $146K | Sell |
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|
2020
Q3 | $291K | Buy |
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|
2020
Q2 | $243K | Sell |
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|
2020
Q1 | $274K | Buy |
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