Novak & Powell Financial Services’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 | $280K | Hold |
5,372
| – | – | 0.19% | 111 |
|
|
2025
Q1 | $247K | Sell |
5,372
-300
| -5% | -$13.8K | 0.15% | 128 |
|
|
2024
Q4 | $283K | Buy |
5,672
+300
| +6% | +$15K | 0.17% | 110 |
|
|
2024
Q3 | $255K | Buy |
5,372
+66
| +1% | +$3.14K | 0.15% | 127 |
|
|
2024
Q2 | $243K | Hold |
5,306
| – | – | 0.15% | 119 |
|
|
2024
Q1 | $224K | Hold |
5,306
| – | – | 0.17% | 123 |
|
|
2023
Q4 | $200K | Buy |
+5,306
| New | +$200K | 0.13% | 142 |
|