Rappaport Reiches Capital 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	$1.14M	Buy	24,764 +4,673	+23%	+$215K	0.28%	37
2024 Q4	$1M	Buy	20,091 +2,584	+15%	+$129K	0.26%	41
2024 Q3	$832K	Buy	17,507 +1,938	+12%	+$92.1K	0.22%	45
2024 Q2	$712K	Buy	15,569 +6,252	+67%	+$286K	0.21%	45
2024 Q1	$393K	Buy	+9,317	New	+$393K	0.12%	70