EP Wealth Advisors’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 | $14.8M | Buy |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $740K | Buy |
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|
2024
Q2 | $712K | Buy |
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|
2024
Q1 | $496K | Buy |
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|
2023
Q4 | $157K | Sell |
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|
2023
Q3 | $147K | Sell |
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|
2023
Q2 | $382K | Buy |
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|
2023
Q1 | $9.31M | Buy |
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|
2022
Q4 | $120K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $119K | Hold |
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|
2022
Q1 | $146K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $124K | Buy |
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