Capstone Wealth Management Group (Pennsylvania)’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 Q1	–	Sell	-111,657	Closed	-$5.58M	–	82
2024 Q4	$5.58M	Buy	111,657 +16,452	+17%	+$822K	2.99%	11
2024 Q3	$4.53M	Buy	95,205 +14,111	+17%	+$671K	2.68%	11
2024 Q2	$3.71M	Buy	81,094 +17,551	+28%	+$803K	2.43%	12
2024 Q1	$2.68M	Buy	+63,543	New	+$2.68M	1.92%	15