CIA
Concurrent Investment Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.32M | Buy |
140,585
+61,598
| +78% | +$3.21M | 0.14% | 154 |
|
|
2025
Q1 | $3.63M | Sell |
78,987
-37,569
| -32% | -$1.73M | 0.09% | 236 |
|
|
2024
Q4 | $5.82M | Buy |
116,556
+50,322
| +76% | +$2.51M | 0.16% | 136 |
|
|
2024
Q3 | $3.15M | Buy |
66,234
+11,317
| +21% | +$538K | 0.09% | 222 |
|
|
2024
Q2 | $2.51M | Buy |
54,917
+832
| +2% | +$38.1K | 0.08% | 229 |
|
|
2024
Q1 | $2.28M | Buy |
54,085
+6,849
| +14% | +$289K | 0.09% | 228 |
|
|
2023
Q4 | $1.78M | Buy |
+47,236
| New | +$1.78M | 0.08% | 247 |
|