JFS Wealth Advisors’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 Q2	$9.43K	Sell	181 -9	-5%	-$469	﹤0.01%	883
2025 Q1	$8.74K	Buy	190 +121	+175%	+$5.57K	﹤0.01%	919
2024 Q4	$3.45K	Hold	69	–	–	﹤0.01%	1266
2024 Q3	$3.28K	Sell	69 -40	-37%	-$1.9K	﹤0.01%	1278
2024 Q2	$4.99K	Buy	+109	New	+$4.99K	﹤0.01%	1068