Demars Financial Group’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 | $38.5M | Sell |
738,447
-27,338,615
| -97% | -$1.42B | 14.78% | 3 |
|
|
2025
Q1 | $610M | Sell |
28,077,062
-326,082
| -1% | -$7.09M | 17.43% | 2 |
|
|
2024
Q4 | $569M | Buy |
28,403,144
+27,932,132
| +5,930% | +$559M | 18.3% | 2 |
|
|
2024
Q3 | $22.4M | Buy |
471,012
+60,412
| +15% | +$2.87M | 10.21% | 3 |
|
|
2024
Q2 | $18.8M | Buy |
410,600
+12,572
| +3% | +$575K | 9% | 3 |
|
|
2024
Q1 | $16.8M | Buy |
398,028
+13,198
| +3% | +$556K | 8.26% | 3 |
|
|
2023
Q4 | $14.5M | Buy |
+384,830
| New | +$14.5M | 7.76% | 4 |
|