National Wealth Management Group’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	-4,736	Closed	-$237K	–	186
2024 Q4	$237K	Buy	+4,736	New	+$237K	0.16%	127
2022 Q1	–	Sell	-7,090	Closed	-$262K	–	136
2021 Q4	$262K	Buy	+7,090	New	+$262K	0.25%	100