Walker Asset Management, LLC XLG Holdings History
Walker Asset Management, LLC's Invesco S&P 500 Top 50 ETF Holding Summary
As of 2025-03-31, Walker Asset Management, LLC held 34,761.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $1.60 Mil. This investment constitutes 0.97% of their stock portfolio, and Walker Asset Management, LLC now holds 0.02% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.
The initial trade took place in 2022Q1. And since then Walker Asset Management, LLC has made 6 purchases of XLG, at an average price of $34.60, for a total of 40,526.00 shares. In addition, there have been 5 sales at an average price of $36.58 for 5,765.00 shares. Based on historical transaction data and XLG's current price of $45.62, Walker Asset Management, LLC's estimated gain on his XLG holdings is $394,526.62, reflecting a 28.14% gain to date.
Walker Asset Management, LLC XLG ($45.62) Holding Chart
Walker Asset Management, LLC XLG ($45.62) 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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