Triad Wealth Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$288K Sell
2025
Q2
$316K Sell
2025
Q1
$281K Buy
2024
Q4
$268K Buy