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Smith Salley Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Smith Salley Wealth Management’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$394K Buy
7,555
+215
+3% +$11.2K 0.02% 195
2025
Q1 		$338K Buy
7,340
+114
+2% +$5.25K 0.02% 198
2024
Q4 		$361K Buy
7,226
+13
+0.2% +$649 0.02% 192
2024
Q3 		$343K Buy
+7,213
New +$343K 0.02% 200