CAPTRUST Financial Advisors’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 | $1.76M | Buy |
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|
2025
Q1 | $1.28M | Sell |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | $1.21M | Buy |
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|
2024
Q1 | $1M | Sell |
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|
2023
Q4 | $924K | Buy |
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|
2023
Q3 | $831K | Buy |
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|
2023
Q2 | $849K | Sell |
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|
2023
Q1 | $819K | Buy |
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|
2022
Q4 | $685K | Sell |
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|
2022
Q3 | $675K | Buy |
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|
2022
Q2 | $666K | Hold |
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|
2022
Q1 | $816K | Hold |
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|
2021
Q4 | $857K | Buy |
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|
2021
Q3 | $766K | Hold |
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|
2021
Q2 | $756K | Buy |
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|
2021
Q1 | $606K | Sell |
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|
2020
Q4 | $646K | Sell |
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|
2020
Q3 | $629K | Buy |
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|
2020
Q2 | $490K | Hold |
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|
2020
Q1 | $384K | Hold |
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|
2019
Q4 | $482K | Hold |
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|
2019
Q3 | $433K | Hold |
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|
2019
Q2 | $428K | Sell |
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|
2019
Q1 | $454K | Hold |
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|
2018
Q4 | $403K | Hold |
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|
2018
Q3 | $469K | Hold |
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|
2018
Q2 | $432K | Buy |
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