Farther Finance Advisors’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
2026 Q1	$36M	Buy	654,624 +383,193	+141%	+$22M	0.34%	60
2025 Q4	$16.1M	Sell	271,431 -4,429	-2%	-$260K	0.17%	108
2025 Q3	$15.9M	Buy	275,860 +20,255	+8%	+$1.11M	0.24%	77
2025 Q2	$13.3M	Sell	255,605 -39	-0%	-$1.85K	0.27%	73
2025 Q1	$11.8M	Buy	255,644 +86,855	+51%	+$4.29M	0.3%	64
2024 Q4	$8.43M	Buy	168,789 +35,359	+27%	+$1.74M	0.3%	71
2024 Q3	$6.34M	Sell	133,430 -28,034	-17%	-$1.29M	0.24%	84
2024 Q2	$7.45M	Sell	161,464 -5,952	-4%	-$255K	0.36%	48
2024 Q1	$7.06M	Sell	167,416 -19,755	-11%	-$795K	0.43%	40
2023 Q4	$7.06M	Sell	187,171 -13,062	-7%	-$466K	0.51%	35
2023 Q3	$6.8M	Sell	200,233 -7,547	-4%	-$265K	1.07%	17
2023 Q2	$7.27M	Sell	207,780 -27,240	-12%	-$888K	1.59%	11
2023 Q1	$7.3M	Buy	235,020 +47,290	+25%	+$1.39M	2.14%	6
2022 Q4	$5.18M	Buy	+187,730	New	+$5.3M	2.01%	6