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Capstone Wealth Management Group (Oregon)’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Capstone Wealth Management Group (Oregon)’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.31M Sell
44,426
-3,798
-8% -$198K 1.68% 19
2025
Q1 		$2.22M Buy
48,224
+11,266
+30% +$518K 1.77% 18
2024
Q4 		$1.85M Buy
+36,958
New +$1.85M 1.4% 20