CWM
XLG icon

Copia Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Copia Wealth Management’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.21M Sell
61,655
-4,262
-6% -$222K 2.71% 10
2025
Q1 		$3.03M Sell
65,917
-434
-0.7% -$20K 2.81% 9
2024
Q4 		$3.31M Buy
+66,351
New +$3.31M 3.15% 8