Kohmann Bosshard Financial Services’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	$578K	Hold	11,090	–	–	0.06%	107
2025 Q1	$510K	Hold	11,090	–	–	0.06%	119
2024 Q4	$554K	Hold	11,090	–	–	0.07%	108
2024 Q3	$527K	Hold	11,090	–	–	0.07%	111
2024 Q2	$507K	Hold	11,090	–	–	0.07%	108
2024 Q1	$467K	Hold	11,090	–	–	0.07%	114
2023 Q4	$418K	Hold	11,090	–	–	0.06%	117
2023 Q3	$377K	Hold	11,090	–	–	0.06%	117
2023 Q2	$388K	Hold	11,090	–	–	0.07%	117
2023 Q1	$344K	Hold	11,090	–	–	0.06%	109
2022 Q4	$306K	Hold	11,090	–	–	0.06%	111
2022 Q3	$299K	Hold	11,090	–	–	0.07%	101
2022 Q2	$318K	Hold	11,090	–	–	0.07%	97
2022 Q1	$390K	Hold	11,090	–	–	0.08%	89
2021 Q4	$409K	Hold	11,090	–	–	0.08%	76
2021 Q3	$366K	Hold	11,090	–	–	0.08%	77
2021 Q2	$361K	Hold	11,090	–	–	0.08%	76
2021 Q1	$329K	Hold	11,090	–	–	0.09%	81
2020 Q4	$316K	Hold	11,090	–	–	0.1%	80
2020 Q3	$290K	Sell	11,090 -2,900	-21%	-$75.8K	0.11%	79
2020 Q2	$333K	Hold	13,990	–	–	0.12%	70
2020 Q1	$274K	Hold	13,990	–	–	0.12%	67
2019 Q4	$327K	Hold	13,990	–	–	0.12%	61
2019 Q3	$297K	Hold	13,990	–	–	0.12%	62
2019 Q2	$294K	Hold	13,990	–	–	0.12%	63
2019 Q1	$284K	Hold	13,990	–	–	0.13%	65
2018 Q4	$252K	Hold	13,990	–	–	0.14%	63
2018 Q3	$293K	Sell	13,990 -1,200	-8%	-$25.1K	0.14%	55
2018 Q2	$293K	Hold	15,190	–	–	0.17%	52
2018 Q1	$284K	Hold	15,190	–	–	0.17%	53
2017 Q4	$289K	Hold	15,190	–	–	0.19%	54
2017 Q3	$270K	Buy	+15,190	New	+$270K	0.19%	55
2017 Q1	$254K	Hold	15,190	–	–	0.22%	52
2016 Q4	$244K	Buy	+15,190	New	+$244K	0.23%	52