Number of Shares
47,469.00
Current Holdings Value*
$2.18 Mil
% of Portfolio
2.42%
Total Estimate Gain
$129,590.37
% of Total Estimate Gain
5.53%

Hobbs Wealth Management, LLC's Invesco S&P 500 Top 50 ETF Holding Summary

As of 2025-03-31, Hobbs Wealth Management, LLC held 47,469.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $2.18 Mil. This investment constitutes 2.42% of their stock portfolio, and Hobbs Wealth Management, LLC now holds 0.03% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.

The initial trade took place in 2025Q1. And since then Hobbs Wealth Management, LLC has made 1 purchases of XLG, at an average price of $49.35, for a total of 47,469.00 shares. Based on historical transaction data and XLG's current price of $52.08, Hobbs Wealth Management, LLC's estimated gain on his XLG holdings is $129,590.37, reflecting a 5.53% gain to date.

Hobbs Wealth Management, LLC XLG ($52.08) Holding Chart

Hobbs Wealth Management, LLC XLG ($52.08) 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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