Sequent Planning’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	$997K	Buy	19,133 +2,295	+14%	+$120K	0.32%	50
2025 Q1	$775K	Buy	16,838 +337	+2%	+$15.5K	0.28%	62
2024 Q4	$824K	Buy	16,501 +44	+0.3%	+$2.2K	0.3%	59
2024 Q3	$782K	Buy	+16,457	New	+$782K	0.27%	67