Ethos 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
$1.62M Sell
31,186
-1,014
-3% -$52.8K 0.14% 138
2025
Q1
$1.61M Hold
32,200
0.15% 129
2024
Q4
$1.61M Buy
32,200
+12,598
+64% +$629K 0.21% 81
2024
Q3
$932K Sell
19,602
-25,928
-57% -$1.23M 0.15% 85
2024
Q2
$2.08M Sell
45,530
-2,252
-5% -$103K 0.37% 54
2024
Q1
$2.01M Sell
47,782
-2,136
-4% -$90K 0.38% 53
2023
Q4
$1.88M Buy
+49,918
New +$1.88M 0.4% 50