Pinnacle Private Wealth, LLC Purchases in Q2 2022

Pinnacle Private Wealth, LLC

  • $256 Million
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
CDC
Victory Portfolios Ii Shs Inco

ETFs
20.5K
+ 222.35%
$63.39 - $73.87 $1.3M - $1.51M
29.7K $1.96M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
14.7K
+ 191.35%
$59.38 - $59.57 $874K - $877K
22.4K $1.33M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
6.98K
+ 59.74%
$101.26 - $104.65 $707K - $731K
18.7K $1.89M
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
17.2K
New
$31.58 - $38.84 $543K - $668K
17.2K $599K
BSEP
Innovator U.S. Equity Buffer E

ETFs
21.3K
+ 119.05%
$28.49 - $32.79 $606K - $697K
39.1K $1.15M
DE
Deere & CO

Industrials
1.8K
New
$297.51 - $438.45 $536K - $789K
1.8K $539K
GBIL
Goldman Sachs Access Treasury

ETFs
4.52K
+ 29.93%
$99.74 - $100.0 $451K - $452K
19.6K $1.96M
MSFT
Microsoft Corp

Technology
4.88K
+ 30.34%
$242.26 - $314.97 $1.18M - $1.54M
21K $5.38M
ICSH
Blackrock Ultra Short Term Bon

ETFs
7.73K
New
$49.95 - $50.17 $386K - $388K
7.73K $387K
NEAR
Blackrock Short Maturity Bond

ETFs
7.84K
+ 12.62%
$49.22 - $49.57 $386K - $388K
69.9K $3.45M
DVY
Ishares Tr

ETFs
3.92K
+ 38.92%
$113.21 - $132.14 $444K - $518K
14K $1.65M
XLE
Energy Sector Spdr

ETFs
4.91K
New
$70.66 - $92.28 $347K - $453K
4.91K $351K
GS
Goldman Sachs Group Inc

Financial Services
1.25K
+ 104.35%
$279.79 - $341.06 $349K - $426K
2.44K $726K
VLUE
Ishares Msci Usa Value Factor

ETFs
3.14K
New
$88.4 - $105.81 $278K - $332K
3.14K $284K
TMO
Thermo Fisher Scientific Inc.

Healthcare
494
New
$500.9 - $612.21 $247K - $302K
494 $268K
SO
Southern CO

Utilities
3.45K
New
$65.39 - $76.51 $226K - $264K
3.45K $246K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
3.46K
New
$68.09 - $85.56 $235K - $296K
3.46K $244K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
10.9K
New
$22.18 - $25.72 $242K - $281K
10.9K $242K
ABT
Abbott Laboratories

Healthcare
2.13K
New
$102.07 - $123.37 $218K - $263K
2.13K $232K
TMUS
T Mobile Us, Inc.

Communication Services
1.59K
New
$121.73 - $138.59 $193K - $220K
1.59K $214K
GLD
Spdr Gold Trust

ETFs
1.25K
New
$168.46 - $184.65 $211K - $232K
1.25K $211K
BTI
British American Tobacco P.L.C.

Consumer Defensive
4.76K
New
$40.72 - $45.21 $194K - $215K
4.76K $204K
JNJ
Johnson & Johnson

Healthcare
1.14K
+ 48.27%
$168.19 - $186.01 $192K - $212K
3.51K $622K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
15.9K
New
$12.21 - $14.84 $195K - $237K
15.9K $202K
PKG
Packaging Corp Of America

Consumer Cyclical
1.47K
New
$135.8 - $166.97 $200K - $245K
1.47K $202K
PFE
Pfizer Inc

Healthcare
3.42K
+ 15.91%
$46.53 - $55.17 $159K - $189K
24.9K $1.31M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
15.2K
+ 142.75%
$13.54 - $16.22 $206K - $246K
25.8K $352K
IYY
Ishares Tr

ETFs
5.37K
+ 32.78%
$89.32 - $112.61 $480K - $605K
21.8K $2.01M
LCID
Lucid Group, Inc.

Consumer Cyclical
10.3K
New
$13.86 - $25.21 $143K - $259K
10.3K $177K
PG
Procter & Gamble CO

Consumer Defensive
2.58K
+ 11.37%
$132.36 - $163.65 $341K - $422K
25.3K $3.63M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.3K
+ 16.87%
$49.77 - $50.57 $164K - $167K
22.9K $1.14M
MCK
Mckesson Corp

Healthcare
377
+ 48.27%
$300.57 - $336.42 $113K - $127K
1.16K $378K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.7K
+ 56.14%
$81.97 - $83.48 $139K - $141K
4.71K $390K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.9K
+ 44.59%
$55.59 - $60.15 $161K - $174K
9.4K $525K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
10.9K
+ 50.07%
$16.53 - $20.33 $180K - $221K
32.6K $548K
BAR
Granite Shares Gold Trust

ETFs
7.45K
+ 74.09%
$17.91 - $19.62 $133K - $146K
17.5K $314K
IEFA
Ishares Tr

ETFs
2.72K
+ 68.49%
$57.91 - $70.46 $158K - $192K
6.7K $394K
GOOGL
Alphabet Inc.

Communication Services
175
+ 38.04%
$105.81 - $142.97 $18.5K - $25K
635 $1.38M
HDV
Ishares Core High Dividend ETF

ETFs
2.89K
+ 9.99%
$97.13 - $109.92 $280K - $317K
31.8K $3.19M
FTNT
Fortinet, Inc.

Technology
5.32K
+ 754.61%
$49.04 - $69.34 $261K - $369K
6.03K $341K
FSK
Fs Kkr Capital Corp

Financial Services
9.05K
+ 38.21%
$18.37 - $23.1 $166K - $209K
32.7K $636K
XOM
Exxon Mobil Corp

Energy
24
+ 0.08%
$82.26 - $104.59 $1.97K - $2.51K
29.7K $2.55M
MA
Mastercard Inc

Financial Services
473
+ 31.68%
$308.78 - $378.83 $146K - $179K
1.97K $620K
RTX
Raytheon Technologies Corp

Industrials
957
+ 43.9%
$88.88 - $104.97 $85.1K - $100K
3.14K $301K
TJX
Tjx Companies Inc

Consumer Cyclical
1.82K
+ 47.97%
$54.99 - $66.78 $100K - $122K
5.63K $314K
BMY
Bristol Myers Squibb CO

Healthcare
650
+ 13.09%
$72.62 - $79.98 $47.2K - $52K
5.62K $432K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.6K
+ 29.84%
$51.07 - $60.88 $133K - $158K
11.3K $583K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
610
+ 37.26%
$114.07 - $132.3 $69.6K - $80.7K
2.25K $267K
XLF
Financial Sector Spdr

ETFs
2.87K
+ 54.02%
$30.84 - $38.22 $88.4K - $110K
8.17K $257K
Activity Summary
Buys All Purchases 140 New Holdings 19 Increased Positions 121 Sells All Sells 149 Reductions 103 Sold out 46 Options Calls 1 Puts 0
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