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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.89M	Sell	71,373 -34,619	-33%	-$1.99M	1.83%	15
2025 Q4	$6.28M	Buy	105,992 +25,620	+32%	+$1.51M	2.77%	10
2025 Q3	$4.62M	Sell	80,372 -1,350	-2%	-$73.8K	2.02%	10
2025 Q2	$4.25M	Sell	81,722 -24,366	-23%	-$1.16M	2.07%	10
2025 Q1	$4.88M	Sell	106,088 -5,567	-5%	-$275K	2.65%	8
2024 Q4	$5.58M	Buy	111,655 +1,242	+1%	+$61.1K	2.7%	8
2024 Q3	$5.25M	Buy	+110,413	New	+$5.07M	2.72%	9
2024 Q2	–	Sell	-160,172	Closed	-$6.75M	–	125
2024 Q1	$6.75M	Buy	160,172 +7,786	+5%	+$313K	3.6%	5
2023 Q4	$5.75M	Buy	152,386 +33,665	+28%	+$1.2M	3.38%	6
2023 Q3	$4.03M	Buy	+118,721	New	+$4.17M	2.31%	10
2020 Q4	–	Sell	-123,670	Closed	-$3.24M	–	148
2020 Q3	$3.24M	Buy	123,670 +54,190	+78%	+$1.4M	2.19%	12
2020 Q2	$1.65M	Buy	+69,480	New	+$1.55M	1.44%	17
2020 Q1	–	Sell	-22,510	Closed	-$525K	–	93
2019 Q4	$525K	Sell	22,510 -130	-0.6%	-$2.89K	0.47%	40
2019 Q3	$481K	Buy	22,640 +2,650	+13%	+$56.2K	0.42%	42
2019 Q2	$419K	Buy	19,990 +5,700	+40%	+$118K	0.35%	52
2019 Q1	$290K	Buy	+14,290	New	+$277K	0.26%	60
2018 Q3	–	Sell	-84,930	Closed	-$1.64M	–	78
2018 Q2	$1.64M	Sell	84,930 -25,870	-23%	-$496K	0.87%	24
2018 Q1	$2.07M	Buy	110,800 +52,650	+91%	+$1.03M	1.18%	18
2017 Q4	$1.1M	Sell	58,150 -45,810	-44%	-$847K	0.51%	35
2017 Q3	$1.85M	Buy	103,960 +34,140	+49%	+$598K	0.87%	27
2017 Q2	$1.2M	Buy	+69,820	New	+$1.19M	0.67%	31
2017 Q1	–	Sell	-54,830	Closed	-$863K	–	75
2016 Q4	$863K	Buy	+54,830	New	+$843K	0.53%	39