FOCUS Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $628K | Hold |
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|
2025
Q2 | $569K | Hold |
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|
2025
Q1 | $503K | Hold |
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|
2024
Q4 | $546K | Hold |
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|
2024
Q3 | $519K | Hold |
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|
2024
Q2 | $500K | Hold |
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|
2024
Q1 | $460K | Hold |
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|
2023
Q4 | $412K | Hold |
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|
2023
Q3 | $371K | Hold |
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|
2023
Q2 | $382K | Hold |
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|
2023
Q1 | $339K | Hold |
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|
2022
Q4 | $301K | Hold |
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|
2022
Q3 | $294K | Buy |
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|
2022
Q2 | $228K | Hold |
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|
2022
Q1 | $279K | Hold |
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|
2021
Q4 | $293K | Hold |
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|
2021
Q3 | $262K | Sell |
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|
2021
Q2 | $333K | Sell |
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|
2021
Q1 | $8.08M | Sell |
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|
2020
Q4 | $7.71M | Buy |
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