Gallagher Fiduciary 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	$3.29M	Buy	60,395 +1,690	+3%	+$97.1K	0.13%	37
2025 Q4	$3.48M	Sell	58,705 -5,375	-8%	-$316K	0.11%	48
2025 Q3	$3.69M	Buy	64,080 +31	+0%	+$1.7K	0.14%	37
2025 Q2	$3.34M	Buy	64,049 +54,868	+598%	+$2.61M	0.13%	36
2025 Q1	$423K	Sell	9,181 -91	-1%	-$4.49K	0.01%	182
2024 Q4	$463K	Sell	9,272 -156	-2%	-$7.68K	0.09%	151
2024 Q3	$448K	Buy	9,428 +824	+10%	+$37.9K	0.09%	129
2024 Q2	$394K	Buy	8,604 +356	+4%	+$15.3K	0.09%	122
2024 Q1	$347K	Sell	8,248 -976	-11%	-$39.3K	0.01%	137
2023 Q4	$348K	Sell	9,224 -104	-1%	-$3.71K	0.01%	125
2023 Q3	$317K	Sell	9,328 -302	-3%	-$10.6K	0.03%	122
2023 Q2	$337K	Buy	9,630 +240	+3%	+$7.82K	0.03%	144
2023 Q1	$292K	Buy	+9,390	New	+$275K	0.02%	153