Gladstone Institutional Advisory’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Gladstone Institutional Advisory’s Portfolio XLG Stock Details XLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$28.6M	Sell
2025 Q2	$26.3M	Buy
2025 Q1	$6.15M	Buy
2024 Q4	$333K	Buy
2024 Q3	$239K	Sell
2024 Q2	$6.45M	Buy