Laraway Financial Advisors’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
2026 Q1	$3.88M	Buy	71,143 +180	+0.3%	+$10.3K	2.73%	7
2025 Q4	$4.21M	Buy	70,963 +3,333	+5%	+$196K	2.74%	9
2025 Q3	$3.89M	Buy	67,630 +2,351	+4%	+$129K	2.66%	9
2025 Q2	$3.4M	Buy	65,279 +1,200	+2%	+$57.1K	2.58%	8
2025 Q1	$2.95M	Buy	64,079 +1,723	+3%	+$85K	2.34%	10
2024 Q4	$3.12M	Buy	62,356 +2,682	+4%	+$132K	2.4%	10
2024 Q3	$2.84M	Buy	59,674 +2,368	+4%	+$109K	2.26%	10
2024 Q2	$2.62M	Buy	57,306 +1,171	+2%	+$50.3K	2.24%	10
2024 Q1	$2.36M	Buy	56,135 +2,606	+5%	+$105K	2.09%	12
2023 Q4	$2.02M	Sell	53,529 -373	-0.7%	-$13.3K	1.92%	14
2023 Q3	$1.83M	Sell	53,902 -318	-0.6%	-$11.2K	1.91%	13
2023 Q2	$1.9M	Sell	54,220 -90	-0.2%	-$2.93K	1.87%	14
2023 Q1	$1.69M	Sell	54,310 -1,530	-3%	-$44.9K	1.71%	15
2022 Q4	$1.54M	Sell	55,840 -2,360	-4%	-$66.6K	1.61%	17
2022 Q3	$1.56M	Sell	58,200 -400	-0.7%	-$12.1K	1.75%	15
2022 Q2	$1.68M	Sell	58,600 -300	-0.5%	-$9.35K	1.79%	15
2022 Q1	$2.07M	Sell	58,900 -200	-0.3%	-$6.88K	1.89%	14
2021 Q4	$2.18M	Buy	+59,100	New	+$2.11M	1.95%	14