Number of Shares
610,106.00
Current Holdings Value*
$28.08 Mil
% of Portfolio
11.91%
Total Estimate Gain
$7.00 Mil
% of Total Estimate Gain
28.63%

Demars Financial Group, LLC's Invesco S&P 500 Top 50 ETF Holding Summary

As of 2025-03-31, Demars Financial Group, LLC held 610,106.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $28.08 Mil. This investment constitutes 11.91% of their stock portfolio, and Demars Financial Group, LLC now holds 0.35% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.

The initial trade took place in 2023Q4. And since then Demars Financial Group, LLC has made 6 purchases of XLG, at an average price of $40.05, for a total of 610,106.00 shares. Based on historical transaction data and XLG's current price of $51.52, Demars Financial Group, LLC's estimated gain on his XLG holdings is $7.00 Mil, reflecting a 28.63% gain to date.

Demars Financial Group, LLC XLG ($51.52) Holding Chart

Demars Financial Group, LLC XLG ($51.52) 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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