Kingsview Wealth Management’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 | $564K | Sell |
10,830
-1,340
| -11% | -$69.8K | 0.01% | 730 |
|
|
2025
Q1 | $560K | Sell |
12,170
-2,437
| -17% | -$112K | 0.01% | 687 |
|
|
2024
Q4 | $730K | Buy |
14,607
+798
| +6% | +$39.9K | 0.01% | 633 |
|
|
2024
Q3 | $656K | Sell |
13,809
-7,360
| -35% | -$350K | 0.01% | 636 |
|
|
2024
Q2 | $968K | Sell |
21,169
-3,000
| -12% | -$137K | 0.02% | 517 |
|
|
2024
Q1 | $1.02M | Sell |
24,169
-28,810
| -54% | -$1.21M | 0.03% | 494 |
|
|
2023
Q4 | $2M | Buy |
52,979
+23,354
| +79% | +$881K | 0.06% | 281 |
|
|
2023
Q3 | $1.01M | Buy |
29,625
+6,035
| +26% | +$205K | 0.04% | 433 |
|
|
2023
Q2 | $825K | Buy |
+23,590
| New | +$825K | 0.03% | 465 |
|