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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pinnacle Bancorp's XLG Position: Q1 2026 in Review

Pinnacle Bancorp increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.14% in Q1 2026, buying an estimated $57 and bringing the position to 698 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #493.

Pinnacle Bancorp first reported a position in XLG in Q4 2021 and has held it in 18 quarters since. The position peaked at $41.3K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Pinnacle Bancorp held 698 shares of Invesco S&P 500 Top 50 ETF worth $38.1K as of Q1 2026.
  • Pinnacle Bancorp bought 1 Invesco S&P 500 Top 50 ETF share in Q1 2026, an estimated $57.
  • Invesco S&P 500 Top 50 ETF made up 0.01% of Pinnacle Bancorp's portfolio in Q1 2026, its #493 holding.
  • Pinnacle Bancorp first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and has held it in 18 quarters since.
  • Pinnacle Bancorp's Invesco S&P 500 Top 50 ETF position peaked at $41.3K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.