Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-20,681	Closed	-$982K	–	1248
2024 Q3	$982K	Buy	20,681 +1,675	+9%	+$79.5K	0.29%	76
2024 Q2	$869K	Sell	19,006 -1,324	-7%	-$60.5K	0.24%	90
2024 Q1	$857K	Sell	20,330 -3,781	-16%	-$159K	0.25%	86
2023 Q4	$909K	Buy	+24,111	New	+$909K	0.3%	67