GeoWealth Management’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
Q2 | $21.2K | Sell |
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|
2025
Q1 | $4.3M | Sell |
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|
2024
Q4 | $7.57M | Buy |
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|
2024
Q3 | $2.63M | Buy |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $4.28M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $272K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $501K | Sell |
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|
2021
Q4 | $1.6M | Buy |
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|
2021
Q3 | $750K | Buy |
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