LWL
Leo Wealth LLC’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 | $6.55M | Buy |
125,795
+9,915
| +9% | +$517K | 0.51% | 37 |
|
|
2025
Q1 | $5.33M | Sell |
115,880
-9,703
| -8% | -$447K | 0.77% | 26 |
|
|
2024
Q4 | $6.27M | Buy |
125,583
+1,011
| +0.8% | +$50.5K | 0.56% | 33 |
|
|
2024
Q3 | $5.92M | Sell |
124,572
-169
| -0.1% | -$8.03K | 0.54% | 32 |
|
|
2024
Q2 | $5.71M | Buy |
124,741
+1,843
| +1% | +$84.4K | 0.58% | 32 |
|
|
2024
Q1 | $5.18M | Buy |
122,898
+24,592
| +25% | +$1.04M | 0.53% | 35 |
|
|
2023
Q4 | $3.75M | Buy |
+98,306
| New | +$3.75M | 0.39% | 45 |
|