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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
Q2 		$4.93M Buy
80,545
+9,172
+13% +$560K 2.07% 11
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinnacle Family Advisors's XLG Position: Q2 2026 in Review

Pinnacle Family Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 13% in Q2 2026, buying an estimated $560K and bringing the position to 80,545 shares worth $4.93M. The position accounts for 2.07% of the portfolio, ranked #11.

Pinnacle Family Advisors first reported a position in XLG in Q4 2016 and has held it in 23 quarters since. The position peaked at $6.75M in Q1 2024. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Pinnacle Family Advisors held 80,545 shares of Invesco S&P 500 Top 50 ETF worth $4.93M as of Q2 2026.
  • Pinnacle Family Advisors bought 9,172 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $560K.
  • Invesco S&P 500 Top 50 ETF made up 2.07% of Pinnacle Family Advisors's portfolio in Q2 2026, its #11 holding.
  • Pinnacle Family Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2016 and has held it in 23 quarters since.
  • Pinnacle Family Advisors's Invesco S&P 500 Top 50 ETF position peaked at $6.75M in Q1 2024.
  • 583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.