Number of Shares
376,472.00
Current Holdings Value*
$17.33 Mil
% of Portfolio
5.51%
Total Estimate Gain
$3.69 Mil
% of Total Estimate Gain
22.22%

Core Wealth Advisors, Inc.'s Invesco S&P 500 Top 50 ETF Holding Summary

As of 2025-03-31, Core Wealth Advisors, Inc. held 376,472.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $17.33 Mil. This investment constitutes 5.51% of their stock portfolio, and Core Wealth Advisors, Inc. now holds 0.21% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.

The initial trade took place in 2024Q2. And since then Core Wealth Advisors, Inc. has made 3 purchases of XLG, at an average price of $42.98, for a total of 386,588.00 shares. In addition, there have been 1 sales at an average price of $49.35 for 10,116.00 shares. Based on historical transaction data and XLG's current price of $52.62, Core Wealth Advisors, Inc.'s estimated gain on his XLG holdings is $3.69 Mil, reflecting a 22.22% gain to date.

Core Wealth Advisors, Inc. XLG ($52.62) Holding Chart

Core Wealth Advisors, Inc. XLG ($52.62) 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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