Sage Mountain 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
Q3
$6.19M Buy
2025
Q2
$5.51M Sell
2025
Q1
$4.89M Hold
2024
Q4
$5.31M Hold
2024
Q3
$5.06M Buy
2024
Q2
$4.84M Hold
2024
Q1
$4.46M Hold
2023
Q4
$3.99M Hold
2023
Q3
$3.59M Hold
2023
Q2
$3.7M Sell
2023
Q1
$3.39M Sell
2022
Q4
$3.09M Sell
2022
Q3
$3.59M Sell
2022
Q2
$4.5M Sell
2022
Q1
$5.55M Hold
2021
Q4
$5.83M Sell
2021
Q3
$5.48M Buy