WealthPLAN 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
$1.21M Buy
23,264
+7,523
+48% +$392K 0.2% 114
2025
Q1
$724K Buy
+15,741
New +$724K 0.1% 140