Triad Wealth Partners’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
$316K Sell
6,067
-44
-0.7% -$2.29K 0.06% 209
2025
Q1
$281K Buy
6,111
+739
+14% +$34K 0.09% 173
2024
Q4
$268K Buy
+5,372
New +$268K 0.1% 150