Lifeworks Advisors’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 | $210K | Sell |
4,036
-1,803
| -31% | -$93.9K | 0.03% | 302 |
|
|
2025
Q1 | $269K | Sell |
5,839
-4
| -0.1% | -$184 | 0.04% | 255 |
|
|
2024
Q4 | $292K | Sell |
5,843
-193
| -3% | -$9.64K | 0.05% | 239 |
|
|
2024
Q3 | $287K | Sell |
6,036
-651
| -10% | -$30.9K | 0.06% | 234 |
|
|
2024
Q2 | $306K | Sell |
6,687
-722
| -10% | -$33K | 0.09% | 176 |
|
|
2024
Q1 | $312K | Sell |
7,409
-1,687
| -19% | -$71.1K | 0.09% | 172 |
|
|
2023
Q4 | $343K | Buy |
+9,096
| New | +$343K | 0.12% | 149 |
|