Fortis Capital 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 Q1	–	Sell	-43,341	Closed	-$2.02M	–	296
2024 Q4	$2.02M	Sell	43,341 -23,146	-35%	-$1.08M	0.69%	21
2024 Q3	$3.16M	Buy	+66,487	New	+$3.16M	1.06%	14