PMG Wealth Management, Inc. XLG Holdings History
PMG Wealth Management, Inc.'s Invesco S&P 500 Top 50 ETF Holding Summary
As of 2025-06-30, PMG Wealth Management, Inc. held 230,328.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $12.00 Mil. This investment constitutes 9.9% of their stock portfolio, and PMG Wealth Management, Inc. now holds 0.13% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.
The initial trade took place in 2024Q4. And since then PMG Wealth Management, Inc. has made 2 purchases of XLG, at an average price of $49.24, for a total of 230,328.00 shares. Based on historical transaction data and XLG's current price of $53.31, PMG Wealth Management, Inc.'s estimated gain on his XLG holdings is $936,951.27, reflecting a 8.26% gain to date.
PMG Wealth Management, Inc. XLG ($53.31) Holding Chart
PMG Wealth Management, Inc. XLG ($53.31) 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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