Corient Private Wealth
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Corient Private Wealth’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Corient Private Wealth’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
Q1 		– Sell
-7,680
Closed -$384K – 2453
2024
Q4 		$384K Buy
+7,680
New +$384K ﹤0.01% 1762
2023
Q1 		– Sell
-7,580
Closed -$209K – 2034
2022
Q4 		$209K Buy
+7,580
New +$209K ﹤0.01% 1471