KWA
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Kingswood Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Kingswood Wealth Advisors’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
Q2 		$215K Sell
4,130
-3,965
-49% -$207K 0.02% 678
2025
Q1 		$373K Buy
8,095
+902
+13% +$41.5K 0.03% 475
2024
Q4 		$359K Buy
+7,193
New +$359K 0.03% 547