Fulcrum Equity Management’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 | $318K | Buy |
6,099
+1,507
| +33% | +$78.5K | 0.33% | 68 |
|
|
2025
Q1 | $211K | Buy |
+4,592
| New | +$211K | 0.23% | 91 |
|
|
2023
Q4 | – | Sell |
-42,047
| Closed | -$1.43M | – | 119 |
|
|
2023
Q3 | $1.43M | Sell |
42,047
-28,183
| -40% | -$957K | 1.67% | 10 |
|
|
2023
Q2 | $2.46M | Buy |
70,230
+33,720
| +92% | +$1.18M | 2.85% | 4 |
|
|
2023
Q1 | $1.13M | Buy |
+36,510
| New | +$1.13M | 1.06% | 32 |
|