Moller Wealth Partners’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	$1.91M	Sell	36,723 -1,768	-5%	-$92.1K	0.42%	28
2025 Q1	$1.77M	Buy	38,491 +34	+0.1%	+$1.57K	0.44%	27
2024 Q4	$1.92M	Buy	38,457 +8,372	+28%	+$418K	0.51%	28
2024 Q3	$1.43M	Sell	30,085 -2,983	-9%	-$142K	0.36%	29
2024 Q2	$1.51M	Buy	+33,068	New	+$1.51M	0.4%	28