Farther Finance 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 | $13.3M | Sell |
255,605
-39
| -0% | -$2.03K | 0.27% | 73 |
|
|
2025
Q1 | $11.8M | Buy |
255,644
+86,855
| +51% | +$4.02M | 0.3% | 64 |
|
|
2024
Q4 | $8.43M | Buy |
168,789
+35,359
| +27% | +$1.77M | 0.3% | 71 |
|
|
2024
Q3 | $6.34M | Sell |
133,430
-28,034
| -17% | -$1.33M | 0.24% | 84 |
|
|
2024
Q2 | $7.45M | Sell |
161,464
-5,952
| -4% | -$275K | 0.36% | 48 |
|
|
2024
Q1 | $7.06M | Sell |
167,416
-19,755
| -11% | -$833K | 0.43% | 40 |
|
|
2023
Q4 | $7.06M | Sell |
187,171
-13,062
| -7% | -$493K | 0.51% | 35 |
|
|
2023
Q3 | $6.8M | Sell |
200,233
-7,547
| -4% | -$256K | 1.07% | 17 |
|
|
2023
Q2 | $7.27M | Sell |
207,780
-27,240
| -12% | -$953K | 1.59% | 11 |
|
|
2023
Q1 | $7.3M | Buy |
235,020
+47,290
| +25% | +$1.47M | 2.14% | 6 |
|
|
2022
Q4 | $5.18M | Buy |
+187,730
| New | +$5.18M | 2.01% | 6 |
|