United Advisor Group’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 | $705K | Buy |
13,528
+123
| +0.9% | +$6.41K | 0.12% | 175 |
|
|
2025
Q1 | $617K | Sell |
13,405
-4,169
| -24% | -$192K | 0.13% | 160 |
|
|
2024
Q4 | $878K | Buy |
17,574
+8,827
| +101% | +$441K | 0.17% | 134 |
|
|
2024
Q3 | $416K | Buy |
8,747
+1,378
| +19% | +$65.5K | 0.09% | 217 |
|
|
2024
Q2 | $337K | Buy |
7,369
+1,682
| +30% | +$77K | 0.1% | 186 |
|
|
2024
Q1 | $240K | Buy |
+5,687
| New | +$240K | 0.09% | 188 |
|