Core Wealth 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	$18.8M	Sell	361,470 -15,002	-4%	-$782K	5.41%	4
2025 Q1	$17.3M	Sell	376,472 -10,116	-3%	-$466K	5.51%	4
2024 Q4	$19.3M	Buy	386,588 +2,962	+0.8%	+$148K	6.37%	4
2024 Q3	$18.2M	Buy	383,626 +1,456	+0.4%	+$69.2K	5.85%	5
2024 Q2	$17.5M	Buy	+382,170	New	+$17.5M	5.99%	4