Smith, Moore & Co’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
Q2 | $438K | Buy |
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|
2025
Q1 | $384K | Buy |
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|
2024
Q4 | $391K | Buy |
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|
2024
Q3 | $326K | Sell |
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|
2024
Q2 | $336K | Sell |
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|
2024
Q1 | $356K | Sell |
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|
2023
Q4 | $334K | Hold |
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|
2023
Q3 | $301K | Hold |
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|
2023
Q2 | $310K | Hold |
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|
2023
Q1 | $275K | Buy |
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|
2022
Q4 | $228K | Sell |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $254K | Hold |
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|
2022
Q1 | $311K | Hold |
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|
2021
Q4 | $327K | Hold |
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|
2021
Q3 | $292K | Hold |
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|
2021
Q2 | $288K | Sell |
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|
2021
Q1 | $292K | Sell |
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|
2020
Q4 | $292K | Sell |
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|
2020
Q3 | $271K | Buy |
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|
2020
Q2 | $213K | Buy |
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