FGA
Fortis Group Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Buy |
75,189
+25,909
| +53% | +$1.4M | 0.74% | 36 |
|
|
2025
Q1 | $2.27M | Sell |
49,280
-96,179
| -66% | -$4.43M | 0.44% | 63 |
|
|
2024
Q4 | $7.27M | Buy |
145,459
+4,796
| +3% | +$240K | 1.35% | 19 |
|
|
2024
Q3 | $6.69M | Sell |
140,663
-67,182
| -32% | -$3.19M | 1.24% | 29 |
|
|
2024
Q2 | $9.51M | Sell |
207,845
-23,353
| -10% | -$1.07M | 1.89% | 16 |
|
|
2024
Q1 | $9.74M | Buy |
+231,198
| New | +$9.74M | 1.79% | 14 |
|