IFWM
Institute for Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Sell |
54,910
-22,029
| -29% | -$1.15M | 0.32% | 61 |
|
|
2025
Q1 | $3.54M | Sell |
76,939
-1,597
| -2% | -$73.5K | 0.45% | 44 |
|
|
2024
Q4 | $3.92M | Buy |
78,536
+6,531
| +9% | +$326K | 0.49% | 36 |
|
|
2024
Q3 | $3.42M | Buy |
72,005
+15,991
| +29% | +$760K | 0.43% | 43 |
|
|
2024
Q2 | $2.56M | Sell |
56,014
-34
| -0.1% | -$1.56K | 0.34% | 59 |
|
|
2024
Q1 | $2.36M | Buy |
56,048
+583
| +1% | +$24.6K | 0.3% | 68 |
|
|
2023
Q4 | $2.09M | Sell |
55,465
-3,786
| -6% | -$143K | 0.34% | 70 |
|
|
2023
Q3 | $2.01M | Buy |
59,251
+53,293
| +894% | +$1.81M | 0.36% | 65 |
|
|
2023
Q2 | $2.08M | Sell |
5,958
-151
| -2% | -$52.8K | 0.35% | 64 |
|
|
2023
Q1 | $1.9M | Buy |
6,109
+1
| +0% | +$311 | 0.36% | 66 |
|
|
2022
Q4 | $1.69M | Sell |
6,108
-100
| -2% | -$27.6K | 0.35% | 70 |
|
|
2022
Q3 | $1.67M | Sell |
6,208
-19
| -0.3% | -$5.11K | 0.37% | 66 |
|
|
2022
Q2 | $1.79M | Hold |
6,227
| – | – | 0.35% | 69 |
|
|
2022
Q1 | $2.19M | Buy |
6,227
+1
| +0% | +$352 | 0.35% | 66 |
|
|
2021
Q4 | $2.3M | Hold |
6,226
| – | – | 0.37% | 63 |
|
|
2021
Q3 | $2.06M | Buy |
6,226
+1
| +0% | +$330 | 0.36% | 66 |
|
|
2021
Q2 | $2.03M | Hold |
6,225
| – | – | 0.36% | 69 |
|
|
2021
Q1 | $1.85M | Sell |
6,225
-23
| -0.4% | -$6.82K | 0.35% | 75 |
|
|
2020
Q4 | $1.78M | Buy |
6,248
+100
| +2% | +$28.5K | 0.35% | 69 |
|
|
2020
Q3 | $1.61M | Buy |
6,148
+1
| +0% | +$262 | 0.37% | 59 |
|
|
2020
Q2 | $1.46M | Buy |
6,147
+218
| +4% | +$51.8K | 0.36% | 66 |
|
|
2020
Q1 | $1.16M | Sell |
5,929
-91
| -2% | -$17.8K | 0.36% | 72 |
|
|
2019
Q4 | $1.41M | Hold |
6,020
| – | – | 0.32% | 79 |
|
|
2019
Q3 | $1.28M | Sell |
6,020
-200
| -3% | -$42.5K | 0.32% | 83 |
|
|
2019
Q2 | $1.31M | Sell |
6,220
-65
| -1% | -$13.6K | 0.29% | 89 |
|
|
2019
Q1 | $1.28M | Sell |
6,285
-256
| -4% | -$51.9K | 0.28% | 95 |
|
|
2018
Q4 | $1.18M | Buy |
+6,541
| New | +$1.18M | 0.48% | 56 |
|
|
2017
Q3 | – | Sell |
-6,565
| Closed | -$1.13M | – | 396 |
|
|
2017
Q2 | $1.13M | Buy |
+6,565
| New | +$1.13M | 0.31% | 96 |
|