Pinnacle Financial Partners’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 | 
         | 
    |||||
| 
        
          
      
        2025
         Q2  | $460K | Buy | 
         | 
    |||||
| 
        
          
      
        2025
         Q1  | $397K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q4  | $423K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $405K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $396K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $364K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $326K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $294K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $308K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $264K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $235K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $229K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $244K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $299K | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $314K | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $281K | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $277K | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $252K | Hold | 
         | 
    |||||
| 
        
          
      
        2020
         Q4  | $242K | Hold | 
         | 
    |||||
| 
        
          
      
        2020
         Q3  | $223K | Hold | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $202K | Buy | 
         |