Sowell Financial Services’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	$3.05M	Buy	58,581 +5,026	+9%	+$262K	0.12%	174
2025 Q1	$2.46M	Buy	53,555 +8,009	+18%	+$369K	0.11%	189
2024 Q4	$2.28M	Buy	+45,546	New	+$2.28M	0.12%	192
2022 Q3	–	Sell	-357,690	Closed	-$936K	–	459
2022 Q2	$936K	Buy	+357,690	New	+$936K	0.09%	170