Columbia Advisory Partners’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
Q3
$1.51M Sell
2025
Q2
$1.4M Sell
2025
Q1
$1.61M Sell
2024
Q4
$2.13M Sell
2024
Q3
$8.84M Sell
2024
Q2
$9.2M Sell
2024
Q1
$8.76M Buy
2023
Q4
$7.79M Sell
2023
Q3
$7.3M Sell
2023
Q2
$7.82M Sell
2023
Q1
$7M Sell
2022
Q4
$6.31M Buy
2022
Q3
$5.06M Sell
2022
Q2
$5.85M Buy
2022
Q1
$7.18M Buy
2021
Q4
$6.67M Buy