Steward Partners Investment Advisory’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 | $3.92M | Buy |
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|
2025
Q1 | $3.03M | Sell |
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|
2024
Q4 | $8.3M | Buy |
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|
2024
Q3 | $7.04M | Buy |
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|
2024
Q2 | $735K | Buy |
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|
2024
Q1 | $563K | Buy |
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|
2023
Q4 | $434K | Sell |
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|
2023
Q3 | $397K | Buy |
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|
2023
Q2 | $374K | Buy |
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|
2023
Q1 | $308K | Sell |
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|
2022
Q4 | $297K | Buy |
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|
2022
Q3 | $283K | Sell |
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|
2022
Q2 | $317K | Sell |
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|
2022
Q1 | $451K | Sell |
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|
2021
Q4 | $474K | Sell |
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|
2021
Q3 | $424K | Sell |
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|
2021
Q2 | $576K | Buy |
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|
2021
Q1 | $523K | Hold |
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|
2020
Q4 | $504K | Buy |
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|
2020
Q3 | $461K | Sell |
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|
2020
Q2 | $453K | Hold |
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|
2020
Q1 | $372K | Sell |
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|
2019
Q4 | $466K | Buy |
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|
2019
Q3 | $404K | Buy |
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|
2019
Q2 | $292K | Hold |
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|
2019
Q1 | $283K | Hold |
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|
2018
Q4 | $251K | Sell |
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|
2018
Q3 | $294K | Hold |
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|
2018
Q2 | $271K | Sell |
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|
2018
Q1 | $280K | Hold |
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|
2017
Q4 | $285K | Hold |
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|
2017
Q3 | $267K | Sell |
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|
2017
Q2 | $273K | Buy |
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|
2017
Q1 | $257K | Buy |
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