Vertex Planning 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	$4.38M	Buy	84,042 +29,683	+55%	+$1.55M	0.91%	26
2025 Q1	$2.5M	Buy	+54,359	New	+$2.5M	0.55%	37
2024 Q1	–	Sell	-28,960	Closed	-$1.09M	–	166
2023 Q4	$1.09M	Buy	+28,960	New	+$1.09M	0.32%	37