B. Riley Wealth Advisors’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
$502K Buy
2024
Q4
$450K Buy
2024
Q3
$415K Buy
2024
Q2
$289K Buy
2015
Q1
Sell
2014
Q4
$8 Buy