Plante Moran Financial 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 | – | Sell |
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|
2025
Q1 | $43.7K | Hold |
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|
2024
Q4 | $47.5K | Hold |
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|
2024
Q3 | $45.2K | Hold |
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|
2024
Q2 | $43.5K | Hold |
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|
2024
Q1 | $40K | Hold |
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|
2023
Q4 | $35.8K | Hold |
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|
2023
Q3 | $32.3K | Hold |
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|
2023
Q2 | $33.2K | Hold |
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|
2023
Q1 | $29.5K | Sell |
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|
2022
Q4 | $48.3K | Buy |
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|
2022
Q3 | $26K | Hold |
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|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $33K | Sell |
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|
2021
Q4 | $51K | Hold |
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|
2021
Q3 | $45K | Hold |
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|
2021
Q2 | $45K | Hold |
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|
2021
Q1 | $41K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $3K | Sell |
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|
2016
Q2 | $9K | Hold |
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|
2016
Q1 | $8K | Sell |
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|
2015
Q4 | $14K | Hold |
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|
2015
Q3 | $13K | Hold |
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|
2015
Q2 | $14K | Hold |
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|
2015
Q1 | $14K | Hold |
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|
2014
Q4 | $14K | Hold |
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|
2014
Q3 | $14K | Buy |
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