Number of Shares
168,145.00
Current Holdings Value*
$7.78 Mil
% of Portfolio
0.61%
Total Estimate Gain
$808,734.15
% of Total Estimate Gain
8.21%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's Invesco S&P 500 Top 50 ETF Holding Summary

As of 2025-03-31, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors held 168,145.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $7.78 Mil. This investment constitutes 0.61% of their stock portfolio, and C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors now holds 0.09% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.

The initial trade took place in 2023Q2. And since then C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors has made 2 purchases of XLG, at an average price of $45.63, for a total of 215,985.00 shares. In addition, there have been 1 sales at an average price of $35.16 for 47,840.00 shares. Based on historical transaction data and XLG's current price of $53.42, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's estimated gain on his XLG holdings is $808,734.15, reflecting a 8.21% gain to date.

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors XLG ($53.42) Holding Chart

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors XLG ($53.42) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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