Creative Planning’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
Q2 | $1.83M | Buy |
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|
2025
Q1 | $1.52M | Sell |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1.34M | Sell |
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|
2024
Q2 | $1.33M | Buy |
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|
2024
Q1 | $598K | Buy |
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|
2023
Q4 | $488K | Buy |
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|
2023
Q3 | $394K | Sell |
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|
2023
Q2 | $487K | Buy |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $292K | Sell |
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|
2022
Q3 | $377K | Sell |
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|
2022
Q2 | $409K | Buy |
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|
2022
Q1 | $461K | Buy |
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|
2021
Q4 | $434K | Buy |
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|
2021
Q3 | $388K | Buy |
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|
2021
Q2 | $357K | Sell |
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|
2021
Q1 | $345K | Sell |
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|
2020
Q4 | $337K | Buy |
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|
2020
Q3 | $284K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $260K | Buy |
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|
2019
Q2 | $218K | Hold |
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|
2019
Q1 | $211K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $231K | Hold |
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|
2018
Q2 | $213K | Hold |
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|
2018
Q1 | $207K | Sell |
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|
2017
Q4 | $248K | Buy |
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|
2017
Q3 | $205K | Buy |
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|
2017
Q2 | $189K | Sell |
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|
2017
Q1 | $195K | Buy |
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|
2016
Q4 | $174K | Sell |
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|
2016
Q3 | $174K | Buy |
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|
2016
Q2 | $164K | Buy |
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|
2016
Q1 | $160K | Hold |
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|
2015
Q4 | $160K | Hold |
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|
2015
Q3 | $147K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $155K | Sell |
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|
2014
Q4 | $165K | Hold |
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|
2014
Q3 | $160K | Hold |
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|
2014
Q2 | $156K | Hold |
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|
2014
Q1 | $151K | Buy |
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|
2013
Q4 | $66K | Sell |
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|
2013
Q3 | $65K | Buy |
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|
2013
Q2 | $58K | Buy |
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