KFGK
Keystone Financial Group (Kentucky)’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 | $8.72M | Buy |
167,415
+45,657
| +37% | +$2.38M | 0.79% | 24 |
|
|
2025
Q1 | $5.6M | Buy |
121,758
+98,244
| +418% | +$4.52M | 0.57% | 37 |
|
|
2024
Q4 | $1.17M | Sell |
23,514
-481
| -2% | -$24K | 0.12% | 124 |
|
|
2024
Q3 | $1.14M | Buy |
+23,995
| New | +$1.14M | 0.15% | 109 |
|
|
2024
Q2 | – | Sell |
-20,901
| Closed | -$881K | – | 348 |
|
|
2024
Q1 | $881K | Sell |
20,901
-101,252
| -83% | -$4.27M | 0.13% | 121 |
|
|
2023
Q4 | $4.61M | Buy |
+122,153
| New | +$4.61M | 0.8% | 26 |
|