Horizon Wealth 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 | $993K | Buy |
19,055
+1,554
| +9% | +$81K | 0.17% | 38 |
|
|
2025
Q1 | $805K | Sell |
17,501
-9
| -0.1% | -$414 | 0.14% | 37 |
|
|
2024
Q4 | $875K | Buy |
17,510
+12
| +0.1% | +$600 | 0.15% | 35 |
|
|
2024
Q3 | $832K | Sell |
17,498
-15
| -0.1% | -$713 | 0.17% | 37 |
|
|
2024
Q2 | $801K | Buy |
17,513
+358
| +2% | +$16.4K | 0.19% | 30 |
|
|
2024
Q1 | $723K | Buy |
17,155
+198
| +1% | +$8.34K | 0.19% | 32 |
|
|
2023
Q4 | $640K | Buy |
+16,957
| New | +$640K | 0.18% | 34 |
|