Pinnacle Bancorp’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Pinnacle Bancorp’s Portfolio XLG Stock Details XLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$42.8K	Buy	700 +2	+0.3%	+$122	0.01%	487
2026 Q1	$38.1K	Buy	698 +1	+0.1%	+$57	0.01%	493
2025 Q4	$41.3K	Buy	697 +1	+0.1%	+$59	0.01%	468
2025 Q3	$40K	Sell	696 -39	-5%	-$2.13K	0.01%	476
2025 Q2	$38.3K	Buy	735 +2	+0.3%	+$95	0.01%	477
2025 Q1	$33.8K	Buy	733 +41	+6%	+$2.02K	0.01%	489
2024 Q4	$34.6K	Buy	692 +1	+0.1%	+$49	0.01%	492
2024 Q3	$32.8K	Buy	691 +1	+0.1%	+$46	0.01%	491
2024 Q2	$31.6K	Buy	690 +2	+0.3%	+$86	0.01%	477
2024 Q1	$29K	Buy	688 +1	+0.1%	+$40	0.01%	491
2023 Q4	$25.9K	Buy	687 +2	+0.3%	+$71	0.01%	491
2023 Q3	$23.3K	Sell	685 -185	-21%	-$6.5K	0.01%	489
2023 Q2	$30.3K	Buy	870 +10	+1%	+$326	0.01%	451
2023 Q1	$26.8K	Sell	860 -140	-14%	-$4.11K	0.01%	461
2022 Q4	$28K	Hold	1,000	–	–	0.01%	427
2022 Q3	$27K	Buy	1,000 +600	+150%	+$18.1K	0.01%	413
2022 Q2	$11K	Hold	400	–	–	﹤0.01%	552
2022 Q1	$14K	Hold	400	–	–	﹤0.01%	539
2021 Q4	$15K	Buy	+400	New	+$14.3K	0.01%	528

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinnacle Bancorp's XLG Position: Q2 2026 in Review

Pinnacle Bancorp increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.29% in Q2 2026, buying an estimated $122 and bringing the position to 700 shares worth $42.8K. The position accounts for 0.01% of the portfolio, ranked #487.

Pinnacle Bancorp first reported a position in XLG in Q4 2021 and has held it in 19 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Pinnacle Bancorp held 700 shares of Invesco S&P 500 Top 50 ETF worth $42.8K as of Q2 2026.
Pinnacle Bancorp bought 2 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $122.
Invesco S&P 500 Top 50 ETF made up 0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #487 holding.
Pinnacle Bancorp first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and has held it in 19 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.