JSF Financial’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.92M | Buy |
171,132
+9,078
| +6% | +$473K | 2.12% | 10 |
|
|
2025
Q1 | $7.46M | Sell |
162,054
-115,888
| -42% | -$5.33M | 1.97% | 10 |
|
|
2024
Q4 | $13.9M | Buy |
277,942
+2,954
| +1% | +$148K | 3.71% | 6 |
|
|
2024
Q3 | $13.1M | Buy |
274,988
+15,197
| +6% | +$722K | 3.81% | 6 |
|
|
2024
Q2 | $11.9M | Buy |
+259,791
| New | +$11.9M | 3.64% | 7 |
|