Cyndeo Wealth Partners’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	$787K	Buy	15,103 +104	+0.7%	+$5.42K	0.05%	258
2025 Q1	$690K	Sell	14,999 -383	-2%	-$17.6K	0.05%	257
2024 Q4	$768K	Sell	15,382 -2,795	-15%	-$140K	0.05%	246
2024 Q3	$864K	Buy	+18,177	New	+$864K	0.06%	232