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 |
|