Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.01M | Sell |
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|
2025
Q4 | $3.4M | Buy |
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|
2025
Q3 | $3.25M | Sell |
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|
2025
Q2 | $3.03M | Buy |
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|
2025
Q1 | $1.87M | Buy |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $613K | Buy |
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|
2023
Q4 | $531K | Buy |
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|
2023
Q3 | $369K | Sell |
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|
2023
Q2 | $384K | Buy |
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|
2023
Q1 | $284K | Buy |
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|
2022
Q4 | $252K | Hold |
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | $237K | Buy |
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|
2022
Q1 | $249K | Sell |
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|
2021
Q4 | $765K | Buy |
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|
2021
Q3 | $457K | Sell |
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|
2021
Q2 | $466K | Buy |
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|
2021
Q1 | $423K | Buy |
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|
2020
Q4 | $337K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $596K | Buy |
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