Kelman-Lazarov Inc’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	$251K	Buy	4,819 +1	+0%	+$52	0.04%	107
2025 Q1	$222K	Buy	4,818 +2	+0%	+$92	0.04%	114
2024 Q4	$241K	Hold	4,816	–	–	0.04%	99
2024 Q3	$229K	Hold	4,816	–	–	0.04%	101
2024 Q2	$220K	Sell	4,816 -684	-12%	-$31.3K	0.04%	101
2024 Q1	$232K	Hold	5,500	–	–	0.05%	97
2023 Q4	$207K	Buy	+5,500	New	+$207K	0.04%	101
2023 Q2	–	Sell	-10,000	Closed	-$311K	–	100
2023 Q1	$311K	Hold	10,000	–	–	0.08%	81
2022 Q4	$276K	Hold	10,000	–	–	0.08%	81
2022 Q3	$269K	Hold	10,000	–	–	0.09%	75
2022 Q2	$287K	Hold	10,000	–	–	0.1%	71
2022 Q1	$351K	Hold	10,000	–	–	0.12%	61
2021 Q4	$369K	Hold	10,000	–	–	0.12%	61
2021 Q3	$330K	Hold	10,000	–	–	0.12%	62
2021 Q2	$325K	Hold	10,000	–	–	0.11%	63
2021 Q1	$297K	Hold	10,000	–	–	0.11%	68
2020 Q4	$285K	Hold	10,000	–	–	0.11%	67
2020 Q3	$262K	Hold	10,000	–	–	0.12%	64
2020 Q2	$238K	Buy	+10,000	New	+$238K	0.11%	67
2020 Q1	–	Sell	-10,000	Closed	-$233K	–	98
2019 Q4	$233K	Hold	10,000	–	–	0.1%	89
2019 Q3	$212K	Hold	10,000	–	–	0.1%	91
2019 Q2	$210K	Hold	10,000	–	–	0.11%	90
2019 Q1	$203K	Sell	10,000 -2,000	-17%	-$40.6K	0.11%	92
2018 Q4	$216K	Sell	12,000 -2,000	-14%	-$36K	0.13%	87
2018 Q3	$293K	Hold	14,000	–	–	0.17%	85
2018 Q2	$270K	Hold	14,000	–	–	0.14%	93
2018 Q1	$261K	Hold	14,000	–	–	0.14%	96
2017 Q4	$266K	Hold	14,000	–	–	0.14%	103
2017 Q3	$249K	Sell	14,000 -2,000	-13%	-$35.6K	0.13%	104
2017 Q2	$274K	Buy	16,000 +2,000	+14%	+$34.3K	0.15%	100
2017 Q1	$234K	Hold	14,000	–	–	0.15%	97
2016 Q4	$221K	Sell	14,000 -2,000	-13%	-$31.5K	0.12%	104
2016 Q3	$243K	Sell	16,000 -2,500	-14%	-$38K	0.14%	104
2016 Q2	$274K	Hold	18,500	–	–	0.16%	100
2016 Q1	$271K	Buy	+18,500	New	+$271K	0.16%	104