Waverly 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 | $455K | Buy |
8,729
+3,562
| +69% | +$186K | 0.01% | 828 |
|
|
2025
Q1 | $238K | Buy |
5,167
+1,123
| +28% | +$51.7K | ﹤0.01% | 1006 |
|
|
2024
Q4 | $202K | Sell |
4,044
-241
| -6% | -$12K | ﹤0.01% | 930 |
|
|
2024
Q3 | $204K | Buy |
+4,285
| New | +$204K | ﹤0.01% | 774 |
|
|
2024
Q2 | – | Sell |
-201,236
| Closed | -$8.48M | – | 825 |
|
|
2024
Q1 | $8.48M | Buy |
+201,236
| New | +$8.48M | 0.2% | 100 |
|