Wealth Enhancement Advisory Services’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 | $128M | Sell |
2,428,269
-77,678
| -3% | -$4.09M | 0.21% | 89 |
|
2025
Q1 | $115M | Buy |
2,505,947
+1,417,535
| +130% | +$65.2M | 0.22% | 86 |
|
2024
Q4 | $54.4M | Buy |
1,088,412
+313,700
| +40% | +$15.7M | 0.1% | 189 |
|
2024
Q3 | $36.8M | Buy |
774,712
+173,566
| +29% | +$8.25M | 0.08% | 237 |
|
2024
Q2 | $27.5M | Buy |
601,146
+587,337
| +4,253% | +$26.9M | 0.07% | 276 |
|
2024
Q1 | $582K | Sell |
13,809
-162
| -1% | -$6.83K | ﹤0.01% | 1489 |
|
2023
Q4 | $527K | Sell |
13,971
-26,648
| -66% | -$1.01M | ﹤0.01% | 1467 |
|
2023
Q3 | $1.38M | Buy |
+40,619
| New | +$1.38M | ﹤0.01% | 986 |
|