Claro Advisors’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	$1.53M	Buy	29,413 +7,032	+31%	+$366K	0.25%	85
2025 Q1	$1.03M	Buy	22,381 +15,328	+217%	+$705K	0.14%	140
2024 Q4	$352K	Sell	7,053 -461	-6%	-$23K	0.05%	317
2024 Q3	$357K	Buy	+7,514	New	+$357K	0.05%	337