Beacon Financial Advisory’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
$653K Buy
12,526
+4,331
+53% +$226K 0.17% 156
2025
Q1
$377K Buy
+8,195
New +$377K 0.11% 202