Fischer Investment Strategies’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
Sell
-19,658
Closed -$905K 40
2025
Q1
$905K Sell
19,658
-30,858
-61% -$1.42M 0.67% 27
2024
Q4
$2.52M Buy
50,516
+17,901
+55% +$894K 2.01% 15
2024
Q3
$1.55M Sell
32,615
-506
-2% -$24.1K 1.33% 17
2024
Q2
$1.52M Buy
33,121
+6,508
+24% +$298K 1.48% 16
2024
Q1
$1.12M Buy
26,613
+651
+3% +$27.4K 0.98% 17
2023
Q4
$979K Buy
+25,962
New +$979K 0.74% 14