Capstone Wealth Management Group (Oregon)’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
Q4
$2.63M Buy
2025
Q3
$2.54M Sell
2025
Q2
$2.31M Sell
2025
Q1
$2.22M Buy
2024
Q4
$1.85M Buy