QFA
Quattro Financial Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25M | Sell |
479,979
-52,235
| -10% | -$2.72M | 8.8% | 1 |
|
|
2025
Q1 | $24.5M | Buy |
532,214
+53,574
| +11% | +$2.47M | 8.4% | 1 |
|
|
2024
Q4 | $24.6M | Buy |
478,640
+8,024
| +2% | +$412K | 6.35% | 3 |
|
|
2024
Q3 | $22.8M | Sell |
470,616
-7,427
| -2% | -$360K | 6.44% | 2 |
|
|
2024
Q2 | $21.9M | Buy |
478,043
+15
| +0% | +$686 | 5.72% | 3 |
|
|
2024
Q1 | $20.1M | Buy |
+478,028
| New | +$20.1M | 5.73% | 2 |
|