Pinnacle Family Advisors, LLC Closed Holding Positions

Pinnacle Family Advisors, LLC

  • $171 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MA
Mastercard Inc

Financial Services
Q3 2020 Filed on Nov 16, 2020
1,060
$290.18 - $366.12 $308K - $388K
COST
Costco Wholesale Corp

Consumer Defensive
Q3 2020 Filed on Nov 16, 2020
796
$304.75 - $358.86 $243K - $286K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
Q3 2020 Filed on Nov 16, 2020
5,726
$110.01 - $132.43 $630K - $758K
Seattle Genetics Inc
Q3 2020 Filed on Nov 16, 2020
1,275
N/A
KR
Kroger CO

Consumer Defensive
Q3 2020 Filed on Nov 16, 2020
6,006
$32.02 - $36.6 $192K - $220K
VEEV
Veeva Systems Inc

Healthcare
Q3 2020 Filed on Nov 16, 2020
1,006
$240.77 - $297.07 $242K - $299K
GOLD
Barrick Gold Corp

Basic Materials
Q3 2020 Filed on Nov 16, 2020
9,625
$26.13 - $30.46 $252K - $293K
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q3 2020 Filed on Nov 16, 2020
10,525
$15.73 - $25.54 $166K - $269K
MKTX
Marketaxess Holdings Inc

Financial Services
Q3 2020 Filed on Nov 16, 2020
2,504
$438.66 - $548.61 $1.1M - $1.37M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q2 2020 Filed on Aug 12, 2020
22,158
$19.61 - $21.9 $435K - $485K
SCHO
Schwab Short Term Us Treasury

ETFs
Q2 2020 Filed on Aug 12, 2020
6,258
$51.53 - $51.71 $322K - $324K
DHR
Danaher Corp

Healthcare
Q2 2020 Filed on Aug 12, 2020
1,517
$128.7 - $176.83 $195K - $268K
IYK
Ishares U.S. Consumer Staples

ETFs
Q2 2020 Filed on Aug 12, 2020
14,885
$104.69 - $132.45 $1.56M - $1.97M
IDU
Ishares Tr U S Utils ETF

ETFs
Q2 2020 Filed on Aug 12, 2020
11,610
$64.5 - $78.05 $749K - $906K
ZTS
Zoetis Inc.

Healthcare
Q2 2020 Filed on Aug 12, 2020
1,980
$111.92 - $142.53 $222K - $282K
DG
Dollar General Corp

Consumer Defensive
Q2 2020 Filed on Aug 12, 2020
1,448
$153.16 - $192.14 $222K - $278K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
Q1 2020 Filed on May 13, 2020
6,743
$41.11 - $59.49 $277K - $401K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q1 2020 Filed on May 13, 2020
8,036
$13.54 - $24.27 $109K - $195K
IYF
Ishares Tr

ETFs
Q1 2020 Filed on May 13, 2020
13,055
$41.18 - $71.71 $538K - $936K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q1 2020 Filed on May 13, 2020
4,258
$39.35 - $62.03 $168K - $264K
FLN
First Trust Latin America Alph

ETFs
Q1 2020 Filed on May 13, 2020
15,340
$10.06 - $23.81 $154K - $365K
FTXL
First Tr ETF Vi Nasdaq Semicon
Q1 2020 Filed on May 13, 2020
8,935
N/A
FBZ
First Trust Brazil Alphadex Fu
Q1 2020 Filed on May 13, 2020
22,685
N/A
CORP
Pimco Investment Grade Corp Bd

ETFs
Q1 2020 Filed on May 13, 2020
2,346
$92.44 - $114.28 $217K - $268K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q1 2020 Filed on May 13, 2020
40,361
$20.13 - $30.3 $812K - $1.22M
FNI
First Trust Chindia ETF

ETFs
Q4 2019 Filed on Feb 14, 2020
7,680
$33.4 - $39.74 $257K - $305K
FXU
First Tr Exchange Traded Fd Ut

ETFs
Q4 2019 Filed on Feb 14, 2020
12,558
$28.48 - $29.58 $358K - $371K
FNY
First Trust Mid Cap Growth Alp
Q4 2019 Filed on Feb 14, 2020
5,930
N/A
SOXX
Ishares Semiconductor ETF

ETFs
Q4 2019 Filed on Feb 14, 2020
1,125
$205.67 - $252.82 $231K - $284K
IYC
Ishares U.S. Consumer Discreti

ETFs
Q4 2019 Filed on Feb 14, 2020
8,930
$53.17 - $57.47 $475K - $513K
TWTR
Twitter, Inc.

Communication Services
Q4 2019 Filed on Feb 14, 2020
21,735
$28.89 - $40.8 $628K - $887K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
Q4 2019 Filed on Feb 14, 2020
6,257
$39.39 - $46.94 $246K - $294K
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q3 2019 Filed on Nov 14, 2019
44,275
$19.37 - $19.84 $858K - $878K
IWV
Ishares Russell 3000 ETF

ETFs
Q2 2019 Filed on Aug 14, 2019
2,435
N/A
MUB
Ishares National Muni Bond ETF

ETFs
Q2 2019 Filed on Aug 14, 2019
17,182
$110.67 - $113.09 $1.9M - $1.94M
FDMO
Fidelity Covington Tr Momentum

ETFs
Q2 2019 Filed on Aug 14, 2019
12,385
$33.48 - $36.11 $415K - $447K
DTRE
First Trust Alerian Disruptive
Q2 2019 Filed on Aug 14, 2019
6,700
N/A
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q1 2019 Filed on May 15, 2019
5,411
N/A
VPU
Vanguard Utilities ETF

ETFs
Q1 2019 Filed on May 15, 2019
48,210
N/A
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2019 Filed on May 15, 2019
9,482
N/A
VBR
Vanguard Small Cap Value ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
118,770
N/A
MXI
Ishares Global Materials ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
10,170
N/A
FMAT
Fidelity Covington Tr Msci Mat

ETFs
Q4 2018 Filed on Feb 14, 2019
23,518
$26.67 - $33.91 $627K - $797K
Vaneck Vectors ETF Tr
Q4 2018 Filed on Feb 14, 2019
57,645
N/A
EEM
Ishares Msci Emerging Markets

ETFs
Q3 2018 Filed on Nov 14, 2018
5,583
$41.14 - $45.03 $230K - $251K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q3 2018 Filed on Nov 14, 2018
28,952
N/A
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
Q3 2018 Filed on Nov 14, 2018
14,145
N/A
RTM
Invesco S&P 500 Equal Weight M

ETFs
Q3 2018 Filed on Nov 14, 2018
7,331
$106.74 - $113.49 $783K - $832K
BWX
Spdr Bloomberg International T

ETFs
Q3 2018 Filed on Nov 14, 2018
314,539
N/A
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