Platte River Wealth 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
2024
Q3
$746K Buy
15,699
+1,388
+10% +$66K 0.2% 56
2024
Q2
$655K Buy
14,311
+1,955
+16% +$89.4K 0.18% 58
2024
Q1
$521K Buy
+12,356
New +$521K 0.15% 63