Hobbs Wealth Management, LLC XLG Holdings History
Number of Shares
47,469.00
Current Holdings Value*
$2.18 Mil
% of Portfolio
2.42%
Total Estimate Gain
$143,119.04
% of Total Estimate Gain
6.11%
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 $52.37, Hobbs Wealth Management, LLC's estimated gain on his XLG holdings is $143,119.04, reflecting a 6.11% gain to date.
Hobbs Wealth Management, LLC XLG ($52.37) Holding Chart
Hobbs Wealth Management, LLC XLG ($52.37) 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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