Jones Financial Companies’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 | $24.7M | Buy |
475,445
+159,788
| +51% | +$8.29M | 0.02% | 225 |
|
|
2025
Q1 | $14.5M | Buy |
315,657
+135,762
| +75% | +$6.22M | 0.01% | 256 |
|
|
2024
Q4 | $8.99M | Buy |
179,895
+91,690
| +104% | +$4.58M | 0.01% | 276 |
|
|
2024
Q3 | $4.17M | Buy |
88,205
+68,265
| +342% | +$3.23M | ﹤0.01% | 319 |
|
|
2024
Q2 | $912K | Buy |
19,940
+17,970
| +912% | +$822K | ﹤0.01% | 439 |
|
|
2024
Q1 | $83K | Buy |
+1,970
| New | +$83K | ﹤0.01% | 629 |
|