Concord Wealth Partners’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
Q2
$96.5K Buy
2025
Q1
$75.3K Sell
2024
Q4
$89.8K Buy
2024
Q3
$47.4K Buy
2024
Q2
Sell
2024
Q1
$6.32K Buy