Gladstone Institutional Advisory’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	$26.3M	Buy	504,830 +371,247	+278%	+$19.3M	1.09%	16
2025 Q1	$6.15M	Buy	133,583 +126,911	+1,902%	+$5.84M	0.29%	86
2024 Q4	$333K	Buy	6,672 +1,638	+33%	+$81.8K	0.02%	559
2024 Q3	$239K	Sell	5,034 -135,909	-96%	-$6.46M	0.01%	616
2024 Q2	$6.45M	Buy	+140,943	New	+$6.45M	0.34%	73