IFP Advisors’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 | $829K | Buy |
15,908
+2,489
| +19% | +$130K | 0.02% | 637 |
|
|
2025
Q1 | $618K | Buy |
13,419
+5,949
| +80% | +$274K | 0.02% | 708 |
|
|
2024
Q4 | $373K | Sell |
7,470
-261
| -3% | -$13K | 0.01% | 856 |
|
|
2024
Q3 | $367K | Sell |
7,731
-4,221
| -35% | -$201K | 0.01% | 812 |
|
|
2024
Q2 | $547K | Sell |
11,952
-1,122
| -9% | -$51.3K | 0.02% | 626 |
|
|
2024
Q1 | $551K | Buy |
13,074
+1,720
| +15% | +$72.5K | 0.02% | 577 |
|
|
2023
Q4 | $428K | Buy |
11,354
+3,693
| +48% | +$139K | 0.02% | 632 |
|
|
2023
Q3 | $260K | Buy |
7,661
+71
| +0.9% | +$2.41K | 0.01% | 843 |
|
|
2023
Q2 | $265K | Buy |
7,590
+2,460
| +48% | +$86K | 0.01% | 885 |
|
|
2023
Q1 | $99.8K | Sell |
5,130
-8,690
| -63% | -$169K | ﹤0.01% | 1255 |
|
|
2022
Q4 | $270K | Sell |
13,820
-1,350
| -9% | -$26.4K | 0.01% | 1191 |
|
|
2022
Q3 | $299K | Buy |
15,170
+1,880
| +14% | +$37.1K | 0.01% | 1203 |
|
|
2022
Q2 | $261K | Hold |
13,290
| – | – | 0.01% | 1151 |
|
|
2022
Q1 | $261K | Sell |
13,290
-14,570
| -52% | -$286K | 0.01% | 1151 |
|
|
2021
Q4 | $1.03M | Sell |
27,860
-1,600
| -5% | -$59K | 0.02% | 403 |
|
|
2021
Q3 | $977K | Sell |
29,460
-1,290
| -4% | -$42.8K | 0.02% | 393 |
|
|
2021
Q2 | $1M | Sell |
30,750
-950
| -3% | -$31K | 0.02% | 376 |
|
|
2021
Q1 | $942K | Sell |
31,700
-6,200
| -16% | -$184K | 0.02% | 372 |
|
|
2020
Q4 | $1.08M | Sell |
37,900
-31,850
| -46% | -$909K | 0.04% | 327 |
|
|
2020
Q3 | $1.83M | Buy |
69,750
+500
| +0.7% | +$13.1K | 0.11% | 183 |
|
|
2020
Q2 | $1.62M | Buy |
69,250
+250
| +0.4% | +$5.86K | 0.13% | 171 |
|
|
2020
Q1 | $1.37M | Buy |
69,000
+67,800
| +5,650% | +$1.34M | 0.14% | 165 |
|
|
2019
Q4 | $28K | Sell |
1,200
-2,890
| -71% | -$67.4K | ﹤0.01% | 1486 |
|
|
2019
Q3 | $86K | Buy |
+4,090
| New | +$86K | 0.01% | 1138 |
|
|
2019
Q1 | $59K | Sell |
2,890
-1,700
| -37% | -$34.7K | 0.01% | 900 |
|
|
2018
Q4 | $82K | Buy |
4,590
+1,200
| +35% | +$21.4K | 0.01% | 1302 |
|
|
2018
Q3 | $71K | Buy |
3,390
+10
| +0.3% | +$209 | ﹤0.01% | 1681 |
|
|
2018
Q2 | $65K | Hold |
3,380
| – | – | ﹤0.01% | 1738 |
|
|
2018
Q1 | $64K | Hold |
3,380
| – | – | ﹤0.01% | 1668 |
|
|
2017
Q4 | $64K | Hold |
3,380
| – | – | ﹤0.01% | 1666 |
|
|
2017
Q3 | $60K | Sell |
3,380
-10
| -0.3% | -$178 | ﹤0.01% | 1872 |
|
|
2017
Q2 | $58K | Buy |
3,390
+10
| +0.3% | +$171 | ﹤0.01% | 1854 |
|
|
2017
Q1 | $57K | Hold |
3,380
| – | – | ﹤0.01% | 1835 |
|
|
2016
Q4 | $53K | Hold |
3,380
| – | – | ﹤0.01% | 1836 |
|
|
2016
Q3 | $52K | Sell |
3,380
-20
| -0.6% | -$308 | ﹤0.01% | 1782 |
|
|
2016
Q2 | $50K | Buy |
3,400
+510
| +18% | +$7.5K | ﹤0.01% | 1760 |
|
|
2016
Q1 | $59K | Buy |
2,890
+2,390
| +478% | +$48.8K | 0.01% | 900 |
|
|
2015
Q4 | $7K | Buy |
+500
| New | +$7K | ﹤0.01% | 2777 |
|