Congress Wealth Management’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	$37.5M	Buy	719,865 +678,624	+1,646%	+$35.4M	0.36%	56
2025 Q1	$1.9M	Buy	+41,241	New	+$1.9M	0.02%	505