Choate Investment 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 Q3	–	Sell	-360	Closed	-$18.8K	–	498
2025 Q2	$18.8K	Buy	+360	New	+$17.1K	﹤0.01%	461
2023 Q4	–	Sell	-360	Closed	-$12.2K	–	469
2023 Q3	$12.2K	Hold	360	–	–	﹤0.01%	425
2023 Q2	$12.6K	Hold	360	–	–	﹤0.01%	342
2023 Q1	$11.2K	Hold	360	–	–	﹤0.01%	314
2022 Q4	$9.94K	Hold	360	–	–	﹤0.01%	324
2022 Q3	$10K	Hold	360	–	–	﹤0.01%	289
2022 Q2	$10K	Hold	360	–	–	﹤0.01%	306
2022 Q1	$13K	Hold	360	–	–	﹤0.01%	347
2021 Q4	$13K	Hold	360	–	–	﹤0.01%	333
2021 Q3	$12K	Hold	360	–	–	﹤0.01%	298
2021 Q2	$12K	Hold	360	–	–	﹤0.01%	320
2021 Q1	$11K	Hold	360	–	–	﹤0.01%	291
2020 Q4	$10K	Hold	360	–	–	﹤0.01%	279
2020 Q3	$9K	Buy	+360	New	+$9.3K	﹤0.01%	277