RIA Advisory Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.58M	Sell	65,654 -979	-1%	-$56.2K	0.88%	25
2025 Q4	$3.95M	Sell	66,633 -2,563	-4%	-$151K	0.96%	20
2025 Q3	$3.98M	Sell	69,196 -3,862	-5%	-$211K	1.03%	22
2025 Q2	$3.81M	Sell	73,058 -847	-1%	-$40.3K	1.12%	23
2025 Q1	$3.4M	Buy	73,905 +1,664	+2%	+$82.1K	1.11%	21
2024 Q4	$3.61M	Sell	72,241 -5,639	-7%	-$278K	1.23%	18
2024 Q3	$3.7M	Buy	+77,880	New	+$3.58M	1.31%	14
2024 Q1	$3.32M	Buy	78,908 +71,353	+944%	+$2.87M	1.34%	19
2023 Q4	$244K	Sell	7,555 -70,390	-90%	-$2.51M	0.1%	103
2023 Q3	$2.65M	Sell	77,945 -702,335	-90%	-$24.7M	1.19%	12
2023 Q2	$2.73M	Buy	780,280 +702,250	+900%	+$22.9M	1.17%	11
2023 Q1	$2.42M	Buy	+78,030	New	+$2.29M	1.12%	13