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

Pinnacle Family Advisors’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	$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

Other funds holding XLG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pinnacle Family Advisors's XLG Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 33% in Q1 2026, selling an estimated $1.99M and leaving 71,373 shares worth $3.89M. The position accounts for 1.83% of the portfolio, ranked #15.

Pinnacle Family Advisors first reported a position in XLG in Q4 2016 and has held it in 22 quarters since. The position peaked at $6.75M in Q1 2024. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Pinnacle Family Advisors held 71,373 shares of Invesco S&P 500 Top 50 ETF worth $3.89M as of Q1 2026.
Pinnacle Family Advisors sold 34,619 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $1.99M.
Invesco S&P 500 Top 50 ETF made up 1.83% of Pinnacle Family Advisors's portfolio in Q1 2026, its #15 holding.
Pinnacle Family Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2016 and has held it in 22 quarters since.
Pinnacle Family Advisors's Invesco S&P 500 Top 50 ETF position peaked at $6.75M in Q1 2024.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.