Napa Wealth Management’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 Q1	–	Sell	-15,398	Closed	-$769K	–	217
2024 Q4	$769K	Buy	+15,398	New	+$769K	0.33%	81
2024 Q1	–	Sell	-30,493	Closed	-$1.15M	–	121
2023 Q4	$1.15M	Buy	+30,493	New	+$1.15M	0.62%	36