Cresta Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Sell |
47,565
-6,252
| -12% | -$326K | 1.21% | 20 |
|
|
2025
Q1 | $2.48M | Sell |
53,817
-8,742
| -14% | -$402K | 1.28% | 19 |
|
|
2024
Q4 | $2.97M | Hold |
62,559
| – | – | 1.55% | 17 |
|
|
2024
Q3 | $2.97M | Buy |
62,559
+3,033
| +5% | +$144K | 1.55% | 17 |
|
|
2024
Q2 | $2.72M | Buy |
59,526
+2,130
| +4% | +$97.4K | 1.61% | 17 |
|
|
2024
Q1 | $2.42M | Buy |
57,396
+4,370
| +8% | +$184K | 1.53% | 16 |
|
|
2023
Q4 | $2M | Buy |
53,026
+3,387
| +7% | +$128K | 1.33% | 18 |
|
|
2023
Q3 | $1.69M | Buy |
49,639
+2,129
| +4% | +$72.3K | 1.31% | 20 |
|
|
2023
Q2 | $1.66M | Buy |
+47,510
| New | +$1.66M | 1.29% | 22 |
|