Wealthcare Advisory Partners’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 | $1.02M | Buy |
19,630
+1,107
| +6% | +$57.7K | 0.02% | 478 |
|
|
2025
Q1 | $852K | Buy |
18,523
+2,737
| +17% | +$126K | 0.02% | 475 |
|
|
2024
Q4 | $789K | Buy |
15,786
+5,276
| +50% | +$264K | 0.02% | 472 |
|
|
2024
Q3 | $500K | Sell |
10,510
-1,331
| -11% | -$63.3K | 0.01% | 567 |
|
|
2024
Q2 | $542K | Buy |
11,841
+4,346
| +58% | +$199K | 0.02% | 520 |
|
|
2024
Q1 | $316K | Buy |
+7,495
| New | +$316K | 0.01% | 651 |
|
|
2021
Q2 | – | Sell |
-1,680
| Closed | -$50K | – | 1896 |
|
|
2021
Q1 | $50K | Buy |
+1,680
| New | +$50K | ﹤0.01% | 875 |
|