Number of Shares
4,308.00
Current Holdings Value*
$198,260.00
% of Portfolio
0.23%
Total Estimate Gain
$4.02 Mil
% of Total Estimate Gain
34.68%

POM Investment Strategies, LLC's Invesco S&P 500 Top 50 ETF Holding Summary

As of 2025-03-31, POM Investment Strategies, LLC held 4,308.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $198,260.00. This investment constitutes 0.23% of their stock portfolio, and POM Investment Strategies, LLC now holds 0% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.

The initial trade took place in 2023Q4. And since then POM Investment Strategies, LLC has made 2 purchases of XLG, at an average price of $36.07, for a total of 321,109.00 shares. In addition, there have been 2 sales at an average price of $48.52 for 316,801.00 shares. Based on historical transaction data and XLG's current price of $53.33, POM Investment Strategies, LLC's estimated gain on his XLG holdings is $4.02 Mil, reflecting a 34.68% gain to date.

POM Investment Strategies, LLC XLG ($53.33) Holding Chart

POM Investment Strategies, LLC XLG ($53.33) 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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