U.S. Capital Wealth 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 | $3.47M | Buy |
66,551
+26,665
| +67% | +$1.39M | 0.1% | 209 |
|
|
2025
Q1 | $1.84M | Buy |
39,886
+8,502
| +27% | +$391K | 0.06% | 311 |
|
|
2024
Q4 | $1.57M | Buy |
31,384
+12,733
| +68% | +$636K | 0.05% | 342 |
|
|
2024
Q3 | $886K | Sell |
18,651
-169,851
| -90% | -$8.07M | 0.03% | 369 |
|
|
2024
Q2 | $8.62M | Buy |
188,502
+4,959
| +3% | +$227K | 0.33% | 67 |
|
|
2024
Q1 | $7.73M | Sell |
183,543
-273
| -0.1% | -$11.5K | 0.3% | 76 |
|
|
2023
Q4 | $6.93M | Buy |
+183,816
| New | +$6.93M | 0.27% | 83 |
|