Aviso Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$241K	Buy	4,619 +53	+1%	+$2.76K	0.11%	128
2025 Q1	$210K	Sell	4,566 -1,349	-23%	-$62.1K	0.11%	133
2024 Q4	$296K	Buy	+5,915	New	+$296K	0.15%	113