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

Holistic Planning’s Portfolio XLG Stock Details XLG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$322K	Hold
2025 Q4	$350K	Sell
2025 Q3	$362K	Sell
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