IFP Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $829K | Buy |
|
|||||
|
2025
Q1 | $618K | Buy |
|
|||||
|
2024
Q4 | $373K | Sell |
|
|||||
|
2024
Q3 | $367K | Sell |
|
|||||
|
2024
Q2 | $547K | Sell |
|
|||||
|
2024
Q1 | $551K | Buy |
|
|||||
|
2023
Q4 | $428K | Buy |
|
|||||
|
2023
Q3 | $260K | Buy |
|
|||||
|
2023
Q2 | $265K | Buy |
|
|||||
|
2023
Q1 | $99.8K | Sell |
|
|||||
|
2022
Q4 | $270K | Sell |
|
|||||
|
2022
Q3 | $299K | Buy |
|
|||||
|
2022
Q2 | $261K | Hold |
|
|||||
|
2022
Q1 | $261K | Sell |
|
|||||
|
2021
Q4 | $1.03M | Sell |
|
|||||
|
2021
Q3 | $977K | Sell |
|
|||||
|
2021
Q2 | $1M | Sell |
|
|||||
|
2021
Q1 | $942K | Sell |
|
|||||
|
2020
Q4 | $1.08M | Sell |
|
|||||
|
2020
Q3 | $1.83M | Buy |
|
|||||
|
2020
Q2 | $1.62M | Buy |
|
|||||
|
2020
Q1 | $1.37M | Buy |
|
|||||
|
2019
Q4 | $28K | Sell |
|
|||||
|
2019
Q3 | $86K | Buy |
|
|||||
|
2019
Q1 | $59K | Sell |
|
|||||
|
2018
Q4 | $82K | Buy |
|
|||||
|
2018
Q3 | $71K | Buy |
|
|||||
|
2018
Q2 | $65K | Hold |
|
|||||
|
2018
Q1 | $64K | Hold |
|
|||||
|
2017
Q4 | $64K | Hold |
|
|||||
|
2017
Q3 | $60K | Sell |
|
|||||
|
2017
Q2 | $58K | Buy |
|
|||||
|
2017
Q1 | $57K | Hold |
|
|||||
|
2016
Q4 | $53K | Hold |
|
|||||
|
2016
Q3 | $52K | Sell |
|
|||||
|
2016
Q2 | $50K | Buy |
|
|||||
|
2016
Q1 | $59K | Buy |
|
|||||
|
2015
Q4 | $7K | Buy |
|