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IAM Advisory’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

IAM Advisory’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,760
Closed -$238K – 110
2024
Q4 		$238K Sell
4,760
-361
-7% -$18K 0.06% 94
2024
Q3 		$243K Buy
+5,121
New +$243K 0.06% 94