JFGIW
Johnson Financial Group Inc (Wisconsin)’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 | $90.7M | Buy |
1,740,907
+27,939
| +2% | +$1.46M | 4.08% | 4 |
|
2025
Q1 | $78.8M | Buy |
1,712,968
+50,297
| +3% | +$2.31M | 3.86% | 4 |
|
2024
Q4 | $84.4M | Sell |
1,662,671
-71,224
| -4% | -$3.62M | 3.99% | 4 |
|
2024
Q3 | $82.4M | Buy |
1,733,895
+212,607
| +14% | +$10.1M | 3.76% | 5 |
|
2024
Q2 | $69.6M | Buy |
1,521,288
+488,035
| +47% | +$22.3M | 3.37% | 5 |
|
2024
Q1 | $43.5M | Buy |
+1,033,253
| New | +$43.5M | 2.34% | 10 |
|