Carson Advisory’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
2024
Q4
Sell
2024
Q3
$805K Buy
2024
Q2
$732K Sell
2024
Q1
$717K Buy
2023
Q4
$641K Buy
2023
Q3
$573K Sell
2023
Q2
$615K Buy
2023
Q1
$474K Buy
2022
Q4
$265K Buy
2022
Q3
$237K Buy
2022
Q2
$242K Buy
2022
Q1
$248K Buy
2021
Q4
$212K Buy