Foundations Investment 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
$942K Sell
18,087
-62,941
-78% -$3.28M 0.01% 446
2025
Q1
$3.73M Buy
81,028
+49,896
+160% +$2.3M 0.07% 226
2024
Q4
$1.56M Buy
31,132
+8,374
+37% +$418K 0.03% 330
2024
Q3
$1.08M Buy
22,758
+12,758
+128% +$606K 0.02% 352
2024
Q2
$457K Buy
+10,000
New +$457K 0.01% 516