RAG
RIA Advisory Group’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 | $3.81M | Sell |
73,058
-847
| -1% | -$44.1K | 1.12% | 23 |
|
2025
Q1 | $3.4M | Buy |
73,905
+1,664
| +2% | +$76.6K | 1.11% | 21 |
|
2024
Q4 | $3.61M | Sell |
72,241
-5,639
| -7% | -$282K | 1.23% | 18 |
|
2024
Q3 | $3.7M | Buy |
+77,880
| New | +$3.7M | 1.31% | 14 |
|
2024
Q1 | $3.32M | Buy |
78,908
+71,353
| +944% | +$3.01M | 1.34% | 19 |
|
2023
Q4 | $244K | Sell |
7,555
-70,390
| -90% | -$2.27M | 0.1% | 103 |
|
2023
Q3 | $2.65M | Sell |
77,945
-83
| -0.1% | -$2.82K | 1.19% | 12 |
|
2023
Q2 | $2.73M | Buy |
78,028
+70,225
| +900% | +$2.46M | 1.17% | 11 |
|
2023
Q1 | $2.42M | Buy |
+7,803
| New | +$2.42M | 1.12% | 13 |
|