Pinnacle Financial Partners (Georgia)’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Pinnacle Financial Partners (Georgia)’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	$1.47M	Buy	23,988 +2,348	+11%	+$143K	0.01%	553
2026 Q1	$1.18M	Sell	21,640 -2,862	-12%	-$164K	0.01%	565
2025 Q4	$1.45M	Buy	+24,502	New	+$1.44M	0.01%	528

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinnacle Financial Partners (Georgia)'s XLG Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 11% in Q2 2026, buying an estimated $143K and bringing the position to 23,988 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #553.

Pinnacle Financial Partners (Georgia) first reported a position in XLG in Q4 2025 and has held it in 3 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Pinnacle Financial Partners (Georgia) held 23,988 shares of Invesco S&P 500 Top 50 ETF worth $1.47M as of Q2 2026.
Pinnacle Financial Partners (Georgia) bought 2,348 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $143K.
Invesco S&P 500 Top 50 ETF made up 0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #553 holding.
Pinnacle Financial Partners (Georgia) first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 3 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.