Hutchens & Kramer Investment Management Group’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 | $3.54M | Buy |
68,298
+988
| +1% | +$51.2K | 1.62% | 14 |
|
|
2025
Q1 | $3.1M | Buy |
67,310
+596
| +0.9% | +$27.4K | 1.71% | 12 |
|
|
2024
Q4 | $3.33M | Sell |
66,714
-2,560
| -4% | -$128K | 1.81% | 12 |
|
|
2024
Q3 | $3.25M | Sell |
69,274
-2,273
| -3% | -$107K | 1.8% | 13 |
|
|
2024
Q2 | $3.3M | Sell |
71,547
-742
| -1% | -$34.2K | 1.82% | 10 |
|
|
2024
Q1 | $3.05M | Sell |
72,289
-1,628
| -2% | -$68.6K | 1.8% | 10 |
|
|
2023
Q4 | $2.79M | Sell |
73,917
-1,599
| -2% | -$60.3K | 1.97% | 10 |
|
|
2023
Q3 | $2.58M | Sell |
75,516
-3,414
| -4% | -$117K | 2.05% | 10 |
|
|
2023
Q2 | $2.76M | Sell |
78,930
-4,080
| -5% | -$143K | 2.21% | 9 |
|
|
2023
Q1 | $2.58M | Sell |
83,010
-20,400
| -20% | -$633K | 2.23% | 10 |
|
|
2022
Q4 | $2.85M | Sell |
103,410
-1,390
| -1% | -$38.4K | 2.09% | 11 |
|
|
2022
Q3 | $2.88M | Sell |
104,800
-24,410
| -19% | -$671K | 2.35% | 10 |
|
|
2022
Q2 | $3.73M | Sell |
129,210
-19,500
| -13% | -$564K | 2.75% | 6 |
|
|
2022
Q1 | $5.23M | Hold |
148,710
| – | – | 2.9% | 8 |
|
|
2021
Q4 | $5.17M | Buy |
+148,710
| New | +$5.17M | 3.27% | 7 |
|