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Compass Ion Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Compass Ion Advisors’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 		$1.73M Hold
33,260
– – 0.19% 62
2025
Q1 		$1.53M Hold
33,260
– – 0.18% 72
2024
Q4 		$1.66M Buy
33,260
+12,964
+64% +$648K 0.2% 69
2024
Q3 		$965K Buy
+20,296
New +$965K 0.12% 102