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 |
|