Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. XLG Holdings History
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s Invesco S&P 500 Top 50 ETF Holding Summary
As of 2025-03-31, Holt Capital Advisors, L.L.C. dba Holt Capital Par held 135,266.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $6.22 Mil. This investment constitutes 0.95% of their stock portfolio, and Holt Capital Advisors, L.L.C. dba Holt Capital Par now holds 0.08% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.
The initial trade took place in 2014Q1. And since then Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. has made 7 purchases of XLG, at an average price of $32.03, for a total of 223,326.00 shares. In addition, there have been 17 sales at an average price of $17.80 for 88,060.00 shares. Based on historical transaction data and XLG's current price of $52.86, Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s estimated gain on his XLG holdings is $1.56 Mil, reflecting a 21.87% gain to date.
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. XLG ($52.86) Holding Chart
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. XLG ($52.86) 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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