Financial Gravity Asset Management’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	$44.5K	Buy	816 +21	+3%	+$1.21K	0.01%	318
2025 Q4	$47.1K	Sell	795 -94	-11%	-$5.53K	0.01%	259
2025 Q3	$51.1K	Buy	+889	New	+$48.6K	0.01%	296
2025 Q1	$42.8K	Buy	+930	New	+$45.9K	0.01%	338
2024 Q2	$36.4K	Sell	795 -3,502	-81%	-$150K	0.01%	307
2024 Q1	$172K	Buy	4,297 +1,247	+41%	+$50.2K	0.02%	223
2023 Q4	$1.99M	Buy	3,050 +2,095	+219%	+$74.8K	0.02%	224
2023 Q3	$1.91M	Sell	955 -2,545	-73%	-$89.5K	0.02%	218
2023 Q2	$26.4K	Buy	3,500 +390	+13%	+$12.7K	0.07%	122
2023 Q1	$3.17K	Buy	3,110 +350	+13%	+$10.3K	0.1%	234
2022 Q4	$32.2K	Sell	2,760 -16,070	-85%	-$453K	0.17%	80
2022 Q3	$2.77K	Sell	18,830 -1,260	-6%	-$38K	0.09%	222
2022 Q2	$2.95K	Sell	20,090 -4,480	-18%	-$140K	0.09%	218
2022 Q1	$3.63K	Sell	24,570 -34,470	-58%	-$1.19M	0.1%	176
2021 Q4	$5.58K	Buy	59,040 +58,930	+53,573%	+$2.1M	0.13%	204
2021 Q3	$330K	Hold	110	–	–	0.16%	113
2021 Q2	$325K	Buy	+110	New	+$3.45K	0.12%	118
2020 Q2	–	Sell	-20	Closed	–	–	954
2020 Q1	$0	Hold	20	–	–	﹤0.01%	1402
2019 Q4	$0	Sell	20 -38,430	-100%	-$854K	﹤0.01%	1742
2019 Q3	$817K	Sell	38,450 -12,640	-25%	-$268K	0.7%	29
2019 Q2	$1.07M	Sell	51,090 -14,510	-22%	-$301K	0.88%	26
2019 Q1	$1.35M	Buy	+65,600	New	+$1.27M	1.09%	24
2018 Q3	$82K	Sell	4,310 -140	-3%	-$2.86K	0.09%	237
2018 Q2	$90K	Sell	4,450 -380	-8%	-$7.29K	0.08%	229
2018 Q1	$91K	Buy	+4,830	New	+$94.1K	0.09%	205