Greystone Financial Group’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	–	Sell	-35,957	Closed	-$1.65M	–	109
2025 Q1	$1.65M	Sell	35,957 -3,145	-8%	-$145K	0.3%	57
2024 Q4	$1.95M	Buy	39,102 +1,184	+3%	+$59.2K	0.34%	52
2024 Q3	$1.8M	Buy	+37,918	New	+$1.8M	0.32%	52