Pinnacle Family Advisors, LLC Closed Holding Positions

Pinnacle Family Advisors, LLC

  • $171 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FXD
First Tr Exchange Traded Fd

ETFs
Q2 2022 Filed on Aug 15, 2022
5,065
$43.78 - $55.49 $222K - $281K
AA
Alcoa Corp

Basic Materials
Q2 2022 Filed on Aug 15, 2022
7,310
$45.58 - $90.9 $333K - $664K
FANG
Diamondback Energy, Inc.

Energy
Q2 2022 Filed on Aug 15, 2022
4,800
$119.24 - $160.4 $572K - $770K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q2 2022 Filed on Aug 15, 2022
4,525
$37.88 - $48.01 $171K - $217K
QCOM
Qualcomm Inc

Technology
Q2 2022 Filed on Aug 15, 2022
2,480
$120.09 - $153.81 $298K - $381K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q2 2022 Filed on Aug 15, 2022
5,508
$34.83 - $42.53 $192K - $234K
UPS
United Parcel Service Inc

Industrials
Q2 2022 Filed on Aug 15, 2022
1,714
$167.39 - $206.64 $287K - $354K
FTSL
First Trust Senior Ln Fund

ETFs
Q2 2022 Filed on Aug 15, 2022
10,858
$44.1 - $47.48 $479K - $516K
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Aug 15, 2022
1,742
$93.29 - $138.58 $163K - $241K
PLW
Invesco 1 30 Laddered Treasury

ETFs
Q2 2022 Filed on Aug 15, 2022
10,652
$30.03 - $33.75 $320K - $360K
SLB
Schlumberger Limited

Energy
Q2 2022 Filed on Aug 15, 2022
8,680
$34.98 - $49.57 $304K - $430K
DVN
Devon Energy Corp

Energy
Q2 2022 Filed on Aug 15, 2022
34,858
$53.77 - $78.04 $1.87M - $2.72M
MRO
Marathon Oil Corp

Energy
Q2 2022 Filed on Aug 15, 2022
26,810
$22.02 - $32.17 $590K - $862K
SCHW
Schwab Charles Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
4,020
$59.99 - $83.83 $241K - $337K
CUBE
Cube Smart

Real Estate
Q2 2022 Filed on Aug 15, 2022
15,806
$38.87 - $54.46 $614K - $861K
Cerner Corporation
Q2 2022 Filed on Aug 15, 2022
3,820
N/A
PXD
Pioneer Natural Resources CO

Energy
Q2 2022 Filed on Aug 15, 2022
1,530
$221.77 - $285.28 $339K - $436K
ON
On Semiconductor Corp

Technology
Q2 2022 Filed on Aug 15, 2022
10,660
$50.31 - $66.01 $536K - $704K
HYG
Ishares Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
14,109
$73.1 - $82.57 $1.03M - $1.16M
OXY
Occidental Petroleum Corp

Energy
Q2 2022 Filed on Aug 15, 2022
5,890
$54.82 - $70.86 $323K - $417K
MPC
Marathon Petroleum Corp

Energy
Q2 2022 Filed on Aug 15, 2022
5,420
$82.21 - $113.65 $446K - $616K
CVS
Cvs Health Corp

Healthcare
Q2 2022 Filed on Aug 15, 2022
3,509
$88.66 - $106.64 $311K - $374K
EXC
Exelon Corp

Utilities
Q2 2022 Filed on Aug 15, 2022
8,240
$40.91 - $50.25 $337K - $414K
EOG
Eog Resources Inc

Energy
Q2 2022 Filed on Aug 15, 2022
5,450
$107.17 - $145.93 $584K - $795K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q1 2022 Filed on May 16, 2022
6,488
$29.85 - $31.38 $194K - $204K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
Q1 2022 Filed on May 16, 2022
10,138
$48.35 - $50.5 $490K - $512K
AMD
Advanced Micro Devices Inc

Technology
Q1 2022 Filed on May 16, 2022
17,849
$102.25 - $150.24 $1.83M - $2.68M
FRI
First Tr S&P Reit Index Fd

ETFs
Q1 2022 Filed on May 16, 2022
100,305
$28.66 - $32.52 $2.87M - $3.26M
TXN
Texas Instruments Inc

Technology
Q1 2022 Filed on May 16, 2022
1,440
$162.47 - $191.01 $234K - $275K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q1 2022 Filed on May 16, 2022
9,634
$44.04 - $57.61 $424K - $555K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q1 2022 Filed on May 16, 2022
5,596
$30.13 - $38.07 $169K - $213K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2022 Filed on May 16, 2022
6,340
$118.44 - $131.22 $751K - $832K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q1 2022 Filed on May 16, 2022
2,265
$100.54 - $114.92 $228K - $260K
IEF
Ishares Barclays

ETFs
Q1 2022 Filed on May 16, 2022
13,057
$106.08 - $113.93 $1.39M - $1.49M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2022 Filed on May 16, 2022
46,529
$13.13 - $14.91 $611K - $694K
FTNT
Fortinet, Inc.

Technology
Q1 2022 Filed on May 16, 2022
7,220
$53.94 - $69.5 $389K - $502K
ABT
Abbott Laboratories

Healthcare
Q4 2021 Filed on Feb 14, 2022
3,143
$115.53 - $141.46 $363K - $445K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q4 2021 Filed on Feb 14, 2022
5
$412540.0 - $454550.0 $2.06M - $2.27M
DOW
Dow Inc.

Basic Materials
Q4 2021 Filed on Feb 14, 2022
3,979
$52.76 - $60.06 $210K - $239K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q4 2021 Filed on Feb 14, 2022
3,307
$69.13 - $81.02 $229K - $268K
NXPI
Nxp Semiconductors N.V.

Technology
Q4 2021 Filed on Feb 14, 2022
1,155
$183.1 - $238.9 $211K - $276K
CVNA
Carvana Co.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
1,144
$204.12 - $303.18 $234K - $347K
ASML
Asml Holding Nv

Technology
Q4 2021 Filed on Feb 14, 2022
295
$712.94 - $879.12 $210K - $259K
TMUS
T Mobile Us, Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
2,150
$106.72 - $126.76 $229K - $273K
ALGN
Align Technology Inc

Healthcare
Q4 2021 Filed on Feb 14, 2022
350
$589.61 - $711.02 $206K - $249K
MS
Morgan Stanley

Financial Services
Q4 2021 Filed on Feb 14, 2022
3,707
$94.82 - $104.66 $351K - $388K
JPM
Jpmorgan Chase & CO

Financial Services
Q4 2021 Filed on Feb 14, 2022
1,628
$153.94 - $171.78 $251K - $280K
COF
Capital One Financial Corp

Financial Services
Q4 2021 Filed on Feb 14, 2022
2,052
$138.35 - $173.25 $284K - $356K
CRWD
Crowd Strike Holdings, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
1,161
$194.71 - $293.18 $226K - $340K
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