Gallagher Fiduciary Advisors’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 | $3.34M | Buy |
64,049
+54,868
| +598% | +$2.86M | 0.13% | 36 |
|
|
2025
Q1 | $423K | Sell |
9,181
-91
| -1% | -$4.19K | 0.01% | 182 |
|
|
2024
Q4 | $463K | Sell |
9,272
-156
| -2% | -$7.79K | 0.09% | 151 |
|
|
2024
Q3 | $448K | Buy |
9,428
+824
| +10% | +$39.2K | 0.09% | 129 |
|
|
2024
Q2 | $394K | Buy |
8,604
+356
| +4% | +$16.3K | 0.09% | 122 |
|
|
2024
Q1 | $347K | Sell |
8,248
-976
| -11% | -$41.1K | 0.01% | 137 |
|
|
2023
Q4 | $348K | Sell |
9,224
-104
| -1% | -$3.92K | 0.01% | 125 |
|
|
2023
Q3 | $317K | Sell |
9,328
-302
| -3% | -$10.3K | 0.03% | 122 |
|
|
2023
Q2 | $337K | Buy |
9,630
+240
| +3% | +$8.39K | 0.03% | 144 |
|
|
2023
Q1 | $292K | Buy |
+9,390
| New | +$292K | 0.02% | 153 |
|