Madrona 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	$1.1M	Buy	21,140 +3,929	+23%	+$205K	0.26%	38
2025 Q1	$792K	Buy	17,211 +8,259	+92%	+$380K	0.22%	42
2024 Q4	$447K	Sell	8,952 -1,219	-12%	-$60.9K	0.12%	63
2024 Q3	$483K	Buy	10,171 +5,169	+103%	+$246K	0.13%	59
2024 Q2	$229K	Buy	+5,002	New	+$229K	0.07%	85