Money Concepts Capital’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 | $498K | Sell |
9,568
-961
| -9% | -$50.1K | 0.03% | 308 |
|
|
2025
Q1 | $485K | Sell |
10,529
-728
| -6% | -$33.5K | 0.04% | 298 |
|
|
2024
Q4 | $562K | Sell |
11,257
-1,949
| -15% | -$97.4K | 0.04% | 283 |
|
|
2024
Q3 | $628K | Buy |
13,206
+1,260
| +11% | +$59.9K | 0.05% | 266 |
|
|
2024
Q2 | $547K | Sell |
11,946
-168
| -1% | -$7.69K | 0.05% | 275 |
|
|
2024
Q1 | $510K | Sell |
12,114
-1,289
| -10% | -$54.3K | 0.05% | 286 |
|
|
2023
Q4 | $506K | Hold |
13,403
| – | – | 0.05% | 275 |
|
|
2023
Q3 | $455K | Sell |
13,403
-697
| -5% | -$23.7K | 0.05% | 255 |
|
|
2023
Q2 | $493K | Sell |
14,100
-140,020
| -91% | -$4.9M | 0.05% | 253 |
|
|
2023
Q1 | $147K | Buy |
154,120
+138,130
| +864% | +$132K | 0.01% | 423 |
|
|
2022
Q4 | $441K | Sell |
15,990
-220
| -1% | -$6.07K | 0.02% | 459 |
|
|
2022
Q3 | $436K | Sell |
16,210
-1,130
| -7% | -$30.4K | 0.03% | 307 |
|
|
2022
Q2 | $501K | Sell |
17,340
-4,710
| -21% | -$136K | 0.04% | 280 |
|
|
2022
Q1 | $775K | Sell |
22,050
-40,170
| -65% | -$1.41M | 0.04% | 340 |
|
|
2021
Q4 | $2.3M | Buy |
+62,220
| New | +$2.3M | 0.19% | 121 |
|