GIA
Goodwin Investment Advisory’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 | $1.75M | Sell |
33,660
-3,000
| -8% | -$156K | 2.03% | 7 |
|
|
2025
Q1 | $1.69M | Sell |
36,660
-5,907
| -14% | -$272K | 2.62% | 7 |
|
|
2024
Q4 | $2.13M | Hold |
42,567
| – | – | 1.11% | 15 |
|
|
2024
Q3 | $2.02M | Sell |
42,567
-3,100
| -7% | -$147K | 0.88% | 14 |
|
|
2024
Q2 | $2.09M | Sell |
45,667
-381
| -0.8% | -$17.4K | 0.96% | 12 |
|
|
2024
Q1 | $1.94M | Sell |
46,048
-5
| -0% | -$211 | 0.91% | 13 |
|
|
2023
Q4 | $1.74M | Sell |
46,053
-664
| -1% | -$25K | 0.9% | 14 |
|
|
2023
Q3 | $1.59M | Buy |
46,717
+42,045
| +900% | +$1.43M | 0.94% | 11 |
|
|
2023
Q2 | $1.63M | Sell |
4,672
-78
| -2% | -$27.3K | 0.95% | 11 |
|
|
2023
Q1 | $1.47M | Sell |
4,750
-69
| -1% | -$21.4K | 0.96% | 11 |
|
|
2022
Q4 | $1.33M | Sell |
4,819
-8,038
| -63% | -$2.22M | 0.94% | 11 |
|
|
2022
Q3 | $3.46M | Buy |
12,857
+1,673
| +15% | +$450K | 2.62% | 7 |
|
|
2022
Q2 | $3.2M | Buy |
11,184
+8,402
| +302% | +$2.41M | 2.47% | 11 |
|
|
2022
Q1 | $978K | Buy |
+2,782
| New | +$978K | 0.67% | 19 |
|