Pinnacle Financial Partners (Tennessee)’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
2025 Q3	$436K	Sell	7,576 -1,249	-14%	-$68.3K	0.01%	350
2025 Q2	$460K	Buy	8,825 +300	+4%	+$14.3K	0.01%	348
2025 Q1	$397K	Hold	8,525	–	–	0.01%	351
2024 Q4	$423K	Hold	8,525	–	–	0.01%	340
2024 Q3	$405K	Sell	8,525 -125	-1%	-$5.74K	0.01%	346
2024 Q2	$396K	Hold	8,650	–	–	0.01%	345
2024 Q1	$364K	Hold	8,650	–	–	0.01%	353
2023 Q4	$326K	Hold	8,650	–	–	0.01%	355
2023 Q3	$294K	Sell	8,650 -150	-2%	-$5.27K	0.01%	339
2023 Q2	$308K	Buy	8,800 +300	+4%	+$9.78K	0.01%	335
2023 Q1	$264K	Hold	8,500	–	–	0.01%	352
2022 Q4	$235K	Hold	8,500	–	–	0.01%	352
2022 Q3	$229K	Hold	8,500	–	–	0.01%	339
2022 Q2	$244K	Hold	8,500	–	–	0.01%	334
2022 Q1	$299K	Hold	8,500	–	–	0.01%	321
2021 Q4	$314K	Hold	8,500	–	–	0.01%	337
2021 Q3	$281K	Hold	8,500	–	–	0.01%	330
2021 Q2	$277K	Hold	8,500	–	–	0.01%	317
2021 Q1	$252K	Hold	8,500	–	–	0.01%	319
2020 Q4	$242K	Hold	8,500	–	–	0.01%	324
2020 Q3	$223K	Hold	8,500	–	–	0.01%	318
2020 Q2	$202K	Buy	+8,500	New	+$190K	0.01%	312