Global Financial Private Client’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 | $473K | Buy |
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|
2025
Q2 | $428K | Buy |
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|
2025
Q1 | $376K | Buy |
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|
2024
Q4 | $408K | Buy |
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|
2024
Q3 | $388K | Buy |
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|
2024
Q2 | $372K | Buy |
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|
2024
Q1 | $343K | Buy |
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|
2023
Q4 | $306K | Buy |
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|
2023
Q3 | $277K | Buy |
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|
2023
Q2 | $282K | Buy |
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|
2023
Q1 | $249K | Hold |
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|
2022
Q4 | $221K | Hold |
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|
2022
Q3 | $220K | Hold |
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|
2022
Q2 | $231K | Hold |
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|
2022
Q1 | $281K | Hold |
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|
2021
Q4 | $295K | Hold |
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|
2021
Q3 | $267K | Hold |
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|
2021
Q2 | $262K | Hold |
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|
2021
Q1 | $240K | Hold |
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|
2020
Q4 | $228K | Hold |
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|
2020
Q3 | $211K | Hold |
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|
2020
Q2 | $192K | Hold |
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|
2020
Q1 | $150K | Hold |
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|
2019
Q4 | $187K | Buy |
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