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First Tr Exchng Traded Fd Vi shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (BUFR) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in First Tr Exchng Traded Fd Vi

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Fd Vi by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 39k 29.89
2024-06-30 $775k 27k 28.92
2024-03-31 $762k 27k 27.96
2023-12-31 $691k 26k 26.57

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Vanguard High Div Yield ETF Etf (VYM)
Microsoft Corporation (MSFT)
Vanguard US Total Stock Market Etf (VTI)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
Vanguard FTSE Developed Market Etf (VEA)
iShares Core S&P S/C ETF Etf (IJR)
JPMorgan Equity Premium ETF Etf (JEPI)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding First Tr Exchng Traded Fd Vi

LPL Financial
Commonwealth Equity Services
Cetera Investment Advisers
Envestnet Asset Management
Advisor Group Holdings
Royal Bank of Canada
CWM
Cambridge Investment Research Advisors
Mml Investors Services
Harbour Investments
Kestra Advisory Services
Janney Montgomery Scott
Wealth Enhancement Advisory Services
Kestra Private Wealth Services
Private Advisor

View all funds holding First Tr Exchng Traded Fd Vi