WMG Financial 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 | $2.01M | Buy |
38,537
+297
| +0.8% | +$15.5K | 0.74% | 25 |
|
|
2025
Q1 | $1.76M | Sell |
38,240
-480
| -1% | -$22.1K | 0.75% | 23 |
|
|
2024
Q4 | $1.93M | Sell |
38,720
-216
| -0.6% | -$10.8K | 0.83% | 23 |
|
|
2024
Q3 | $1.85M | Buy |
38,936
+944
| +2% | +$44.9K | 0.84% | 20 |
|
|
2024
Q2 | $1.74M | Buy |
37,992
+893
| +2% | +$40.9K | 0.92% | 19 |
|
|
2024
Q1 | $1.56M | Buy |
37,099
+107
| +0.3% | +$4.51K | 0.89% | 19 |
|
|
2023
Q4 | $1.4M | Buy |
36,992
+3,049
| +9% | +$115K | 0.91% | 20 |
|
|
2023
Q3 | $1.15M | Buy |
33,943
+17,753
| +110% | +$603K | 0.98% | 20 |
|
|
2023
Q2 | $566K | Buy |
+16,190
| New | +$566K | 0.42% | 54 |
|