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Comprehensive Financial Planning’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Comprehensive Financial Planning’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 		$4.77M Sell
91,481
-99
-0.1% -$5.16K 3.75% 6
2025
Q1 		$4.21M Buy
91,580
+18,538
+25% +$853K 4.1% 5
2024
Q4 		$3.65M Buy
+73,042
New +$3.65M 3.08% 9