OneDigital Investment Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Sell |
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|
2025
Q1 | $13.2M | Buy |
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|
2024
Q4 | $13.5M | Sell |
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|
2024
Q3 | $13.5M | Buy |
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|
2024
Q2 | $10.8M | Buy |
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|
2024
Q1 | $1.24M | Buy |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $1.21M | Sell |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.13M | Sell |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $986K | Sell |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.47M | Sell |
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|
2021
Q4 | $1.56M | Sell |
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|
2021
Q3 | $1.41M | Sell |
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|
2021
Q2 | $1.39M | Sell |
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|
2021
Q1 | $1.3M | Sell |
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|
2020
Q4 | $1.42M | Sell |
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|
2020
Q3 | $2.11M | Sell |
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|
2020
Q2 | $3.94M | Sell |
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|
2020
Q1 | $3.64M | Sell |
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|
2019
Q4 | $4.94M | Buy |
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|
2019
Q3 | $243K | Sell |
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|
2019
Q2 | $368K | Buy |
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|
2019
Q1 | $140K | Buy |
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|
2018
Q4 | $123K | Buy |
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|
2018
Q3 | $143K | Buy |
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|
2018
Q2 | $131K | Buy |
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|
2018
Q1 | $127K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $119K | Sell |
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|
2017
Q2 | $133K | Buy |
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