Heritage Wealth Partners’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 Q1	–	Sell	-38,115	Closed	-$1.9M	–	76
2024 Q4	$1.9M	Buy	+38,115	New	+$1.9M	2.39%	14