Joel Isaacson & Co’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
Q3 | $727K | Buy |
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|
2025
Q2 | $658K | Buy |
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|
2025
Q1 | $580K | Buy |
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|
2024
Q4 | $629K | Buy |
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|
2024
Q3 | $581K | Buy |
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|
2024
Q2 | $558K | Buy |
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|
2024
Q1 | $513K | Buy |
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|
2023
Q4 | $459K | Hold |
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|
2023
Q3 | $413K | Sell |
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|
2023
Q2 | $425K | Hold |
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|
2023
Q1 | $378K | Hold |
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|
2022
Q4 | $336K | Hold |
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|
2022
Q3 | $327K | Hold |
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|
2022
Q2 | $349K | Hold |
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|
2022
Q1 | $408K | Buy |
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|
2021
Q4 | $329K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $284K | Buy |
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|
2019
Q3 | $257K | Buy |
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|
2019
Q2 | $253K | Buy |
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|
2019
Q1 | $244K | Hold |
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|
2018
Q4 | $223K | Buy |
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|
2018
Q3 | $250K | Buy |
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|
2018
Q2 | $230K | Buy |
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|
2018
Q1 | $222K | Buy |
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|
2017
Q4 | $213K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $35K | Hold |
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|
2016
Q3 | $33K | Hold |
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|
2016
Q2 | $32K | Hold |
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|
2016
Q1 | $32K | Buy |
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