Holistic Planning’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Holistic Planning’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 Q2	$330K	Sell
2025 Q1	$297K	Hold
2024 Q4	$322K	Sell
2024 Q3	$336K	Sell
2024 Q2	$452K	Hold
2024 Q1	$452K	Sell
2023 Q4	$450K	Buy