Key Client Fiduciary Advisors’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 | $705K | Buy |
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|
2025
Q2 | $602K | Buy |
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|
2025
Q1 | $528K | Buy |
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|
2024
Q4 | $492K | Buy |
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|
2024
Q3 | $438K | Buy |
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|
2024
Q2 | $421K | Buy |
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|
2024
Q1 | $387K | Buy |
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|
2023
Q4 | $345K | Buy |
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|
2023
Q3 | $290K | Buy |
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|
2023
Q2 | $298K | Buy |
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|
2023
Q1 | $264K | Buy |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | $272K | Buy |
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|
2022
Q1 | $333K | Buy |
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|
2021
Q4 | $270K | Buy |
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