Summit Financial’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	$10.9M	Sell	209,126 -25,799	-11%	-$1.34M	0.25%	71
2025 Q1	$10.8M	Buy	+234,925	New	+$10.8M	0.3%	64