Synergy Asset Management’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 | $335K | Buy |
6,438
+57
| +0.9% | +$2.97K | 0.04% | 145 |
|
|
2025
Q1 | $294K | Sell |
6,381
-13,741
| -68% | -$632K | 0.04% | 142 |
|
|
2024
Q4 | $977K | Buy |
20,122
+9,037
| +82% | +$439K | 0.08% | 121 |
|
|
2024
Q3 | $527K | Sell |
11,085
-51,914
| -82% | -$2.47M | 0.08% | 99 |
|
|
2024
Q2 | $2.88M | Buy |
62,999
+47,294
| +301% | +$2.16M | 0.45% | 53 |
|
|
2024
Q1 | $662K | Sell |
15,705
-2,263
| -13% | -$95.3K | 0.11% | 85 |
|
|
2023
Q4 | $678K | Buy |
+17,968
| New | +$678K | 0.12% | 92 |
|