Rollins Financial Advisors’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
$338K Sell
6,487
-2,985
-32% -$156K 0.05% 101
2025
Q1
$436K Buy
9,472
+2,442
+35% +$112K 0.08% 86
2024
Q4
$351K Buy
+7,030
New +$351K 0.05% 97