IFG Advisory’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
$12.9M Buy
246,814
+15,306
+7% +$797K 0.65% 28
2025
Q1
$10.7M Buy
231,508
+22,147
+11% +$1.02M 0.59% 33
2024
Q4
$10.5M Buy
209,361
+127,332
+155% +$6.36M 0.59% 36
2024
Q3
$3.9M Buy
82,029
+60,810
+287% +$2.89M 0.25% 122
2024
Q2
$971K Buy
21,219
+552
+3% +$25.3K 0.06% 285
2024
Q1
$871K Buy
20,667
+2,268
+12% +$95.6K 0.06% 266
2023
Q4
$694K Sell
18,399
-242
-1% -$9.13K 0.05% 309
2023
Q3
$633K Buy
+18,641
New +$633K 0.05% 302
2023
Q2
Sell
-17,220
Closed -$535K 510
2023
Q1
$535K Buy
17,220
+60
+0.3% +$1.86K 0.05% 309
2022
Q4
$473K Buy
17,160
+630
+4% +$17.4K 0.05% 323
2022
Q3
$444K Buy
16,530
+2,350
+17% +$63.1K 0.04% 337
2022
Q2
$406K Buy
+14,180
New +$406K 0.04% 320