Pinnacle Financial Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$5.94K | 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% | -$5.09K | 0.01% | 339 |
|
|
2023
Q2 | $308K | Buy |
8,800
+300
| +4% | +$10.5K | 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 | +$202K | 0.01% | 312 |
|