Atria Wealth Solutions’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4M	Sell	76,696 -25,226	-25%	-$1.2M	0.09%	254
2025 Q1	$4.69M	Buy	101,922 +7,852	+8%	+$387K	0.06%	355
2024 Q4	$4.7M	Buy	94,070 +21,962	+30%	+$1.08M	0.05%	368
2024 Q3	$3.43M	Buy	72,108 +9,972	+16%	+$458K	0.04%	449
2024 Q2	$2.84M	Buy	62,136 +15,021	+32%	+$645K	0.03%	510
2024 Q1	$1.98M	Buy	47,115 +21,750	+86%	+$875K	0.02%	641
2023 Q4	$957K	Buy	25,365 +15,400	+155%	+$550K	0.01%	877
2023 Q3	$338K	Buy	9,965 +2,265	+29%	+$79.6K	﹤0.01%	1341
2023 Q2	$269K	Buy	+7,700	New	+$251K	﹤0.01%	1510
2022 Q2	–	Sell	-8,150	Closed	-$286K	–	1910
2022 Q1	$286K	Buy	+8,150	New	+$280K	﹤0.01%	1345