LWM Advisory Services’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
Q2
$1.83M Sell
2025
Q1
$1.93M Sell
2024
Q4
$3.21M Buy
2024
Q3
$2.73M Buy
2024
Q2
$2.5M Sell
2024
Q1
$2.32M Buy
2023
Q4
$1.23M Buy