Financial Partners Group (Tennessee)’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 | $4.37M | Buy |
83,827
+49,199
| +142% | +$2.56M | 1.58% | 22 |
|
|
2025
Q1 | $1.59M | Sell |
34,628
-4,409
| -11% | -$203K | 0.69% | 33 |
|
|
2024
Q4 | $1.95M | Sell |
39,037
-1,850
| -5% | -$92.4K | 0.81% | 30 |
|
|
2024
Q3 | $1.94M | Buy |
40,887
+1,520
| +4% | +$72.2K | 0.73% | 34 |
|
|
2024
Q2 | $1.8M | Buy |
39,367
+1,405
| +4% | +$64.3K | 0.7% | 36 |
|
|
2024
Q1 | $1.6M | Buy |
37,962
+2,647
| +7% | +$112K | 0.62% | 39 |
|
|
2023
Q4 | $1.33M | Buy |
35,315
+2,025
| +6% | +$76.4K | 0.6% | 42 |
|
|
2023
Q3 | $1.13M | Buy |
33,290
+2,730
| +9% | +$92.7K | 0.54% | 43 |
|
|
2023
Q2 | $1.07M | Buy |
30,560
+1,500
| +5% | +$52.5K | 0.54% | 41 |
|
|
2023
Q1 | $902K | Buy |
29,060
+1,320
| +5% | +$41K | 0.47% | 45 |
|
|
2022
Q4 | $766K | Buy |
+27,740
| New | +$766K | 0.45% | 44 |
|