Pinnacle Bancorp
XLG icon

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
Q3 		$44.6K Buy
701
+1
+0.1% +$62 0.01% 475
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Quattro Financial Advisors
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
Polaris Financial Partners
Polaris Financial Partners Westerville, Ohio $223M AUM
Segment Wealth Management
Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return
Cyr Financial
Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

Pinnacle Bancorp's XLG Position: Q3 2026 in Review

Pinnacle Bancorp increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.14% in Q3 2026, buying an estimated $62 and bringing the position to 701 shares worth $44.6K. The position accounts for 0.01% of the portfolio, ranked #475.

Pinnacle Bancorp first reported a position in XLG in Q4 2021 and has held it in 20 quarters since. 199 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • Pinnacle Bancorp held 701 shares of Invesco S&P 500 Top 50 ETF worth $44.6K as of Q3 2026.
  • Pinnacle Bancorp bought 1 Invesco S&P 500 Top 50 ETF share in Q3 2026, an estimated $62.
  • Invesco S&P 500 Top 50 ETF made up 0.01% of Pinnacle Bancorp's portfolio in Q3 2026, its #475 holding.
  • Pinnacle Bancorp first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and has held it in 20 quarters since.
  • 199 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.