Keeler & Nadler Financial Planning & Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$298K Sell
2025
Q2
$351K Hold
2025
Q1
$309K Hold
2024
Q4
$337K Hold
2024
Q3
$320K Buy