Sequoia Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
22,220
+3,449
| +18% | +$180K | 0.01% | 634 |
|
|
2025
Q1 | $864K | Sell |
18,771
-7,069
| -27% | -$325K | 0.01% | 666 |
|
|
2024
Q4 | $1.29M | Buy |
25,840
+44
| +0.2% | +$2.2K | 0.01% | 508 |
|
|
2024
Q3 | $1.23M | Buy |
25,796
+745
| +3% | +$35.4K | 0.01% | 485 |
|
|
2024
Q2 | $1.15M | Buy |
25,051
+51
| +0.2% | +$2.33K | 0.01% | 453 |
|
|
2024
Q1 | $1.05M | Buy |
+25,000
| New | +$1.05M | 0.01% | 460 |
|