Principle Wealth Partners’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 | $140M | Buy |
2,682,223
+1,232,337
| +85% | +$64.2M | 8.73% | 1 |
|
|
2025
Q1 | $66.7M | Buy |
1,449,886
+357,733
| +33% | +$16.5M | 4.77% | 3 |
|
|
2024
Q4 | $54.6M | Buy |
1,092,153
+112,147
| +11% | +$5.6M | 3.83% | 3 |
|
|
2024
Q3 | $46.6M | Buy |
980,006
+158,478
| +19% | +$7.53M | 3.3% | 6 |
|
|
2024
Q2 | $37.6M | Buy |
821,528
+117,959
| +17% | +$5.4M | 2.86% | 7 |
|
|
2024
Q1 | $29.6M | Buy |
703,569
+262,002
| +59% | +$11M | 2.32% | 8 |
|
|
2023
Q4 | $16.7M | Buy |
441,567
+243,554
| +123% | +$9.19M | 1.43% | 15 |
|
|
2023
Q3 | $6.72M | Buy |
+198,013
| New | +$6.72M | 0.68% | 38 |
|