Pinnacle Private Wealth, LLC Closed Holding Positions

Pinnacle Private Wealth, LLC

  • $256 Million
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
KBE
Spdr S&P Bank ETF

ETFs
Q1 2022 Filed on Apr 29, 2022
3,728
$51.35 - $60.41 $191K - $225K
ZTS
Zoetis Inc.

Healthcare
Q1 2022 Filed on Apr 29, 2022
966
$181.39 - $234.03 $175K - $226K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
Q1 2022 Filed on Apr 29, 2022
6,683
$33.58 - $51.3 $224K - $343K
VONG
Vanguard Russell 1000 Growth E

ETFs
Q1 2022 Filed on Apr 29, 2022
3,260
$63.45 - $79.12 $207K - $258K
KKR
Kkr & Co. Inc.

Financial Services
Q1 2022 Filed on Apr 29, 2022
4,398
$50.85 - $74.31 $224K - $327K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
Q1 2022 Filed on Apr 29, 2022
8,013
$41.19 - $56.08 $330K - $449K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q1 2022 Filed on Apr 29, 2022
5,635
$52.29 - $96.99 $295K - $547K
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2022 Filed on Apr 29, 2022
1,810
$99.96 - $115.1 $181K - $208K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2022 Filed on Apr 29, 2022
3,289
$53.45 - $62.56 $176K - $206K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q1 2022 Filed on Apr 29, 2022
2,533
$77.66 - $80.73 $197K - $204K
MGC
Vanguard Mega Cap ETF

ETFs
Q1 2022 Filed on Apr 29, 2022
1,938
$146.0 - $169.35 $283K - $328K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
Q1 2022 Filed on Apr 29, 2022
3,989
$47.85 - $60.74 $191K - $242K
INTU
Intuit Inc

Technology
Q1 2022 Filed on Apr 29, 2022
384
$424.63 - $631.47 $163K - $242K
HUBS
Hubspot Inc

Technology
Q1 2022 Filed on Apr 29, 2022
320
$385.67 - $607.59 $123K - $194K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
Q1 2022 Filed on Apr 29, 2022
2,301
$82.56 - $95.4 $190K - $220K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
Q1 2022 Filed on Apr 29, 2022
7,102
$31.87 - $38.01 $226K - $270K
C
Citigroup Inc

Financial Services
Q1 2022 Filed on Apr 29, 2022
3,873
$53.4 - $67.84 $207K - $263K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q1 2022 Filed on Apr 29, 2022
3,151
$57.22 - $78.74 $180K - $248K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q1 2022 Filed on Apr 29, 2022
6,309
$38.15 - $63.26 $241K - $399K
ARKW
Ark Next Generation Internet E

ETFs
Q1 2022 Filed on Apr 29, 2022
2,863
$68.48 - $120.67 $196K - $345K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q1 2022 Filed on Apr 29, 2022
4,182
$67.89 - $93.49 $284K - $391K
BAUG
Innovator U.S. Equity Buffer E
Q1 2022 Filed on Apr 29, 2022
6,190
N/A
ROBT
First Tr Exchange Traded Fd Vi

ETFs
Q1 2022 Filed on Apr 29, 2022
4,123
$42.76 - $55.48 $176K - $229K
ETSY
Etsy Inc

Consumer Cyclical
Q1 2022 Filed on Apr 29, 2022
1,357
$116.51 - $209.93 $158K - $285K
Draftkings Inc
Q1 2022 Filed on Apr 29, 2022
8,651
N/A
HJEN
Direxion Shs ETF Tr Hydrogen E

ETFs
Q1 2022 Filed on Apr 29, 2022
25,811
$16.26 - $20.75 $420K - $536K
CSGP
Costar Group, Inc.

Real Estate
Q1 2022 Filed on Apr 29, 2022
2,900
$53.27 - $78.84 $154K - $229K
COIN
Coinbase Global, Inc.

Technology
Q1 2022 Filed on Apr 29, 2022
1,051
$153.19 - $251.05 $161K - $264K
BX
Blackstone Inc.

Financial Services
Q1 2022 Filed on Apr 29, 2022
2,120
$108.62 - $137.98 $230K - $293K
ARCC
Ares Capital Corp

Financial Services
Q1 2022 Filed on Apr 29, 2022
9,701
$19.7 - $22.58 $191K - $219K
Apollo Global Mgmt Inc
Q1 2022 Filed on Apr 29, 2022
3,053
N/A
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q1 2022 Filed on Apr 29, 2022
6,668
$22.98 - $41.0 $153K - $273K
CRNC
Cerence Inc.

Technology
Q1 2022 Filed on Apr 29, 2022
3,931
$29.9 - $82.92 $118K - $326K
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