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First Tr Exchange-traded Fd no amer energy shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of First Tr Exchange-traded Fd no amer energy (EMLP) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in First Tr Exchange-traded Fd no amer energy

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded Fd no amer energy held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded Fd no amer energy by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.2M 154k 33.60
2024-06-30 $4.5M 149k 30.46
2024-03-31 $4.4M 148k 29.53
2023-12-31 $4.0M 143k 27.69
2023-09-30 $3.7M 141k 26.42
2023-06-30 $3.7M 138k 27.00
2023-03-31 $3.5M 133k 26.63
2022-12-31 $3.5M 131k 26.69
2022-09-30 $2.9M 115k 24.88
2022-06-30 $2.6M 103k 25.74
2022-03-31 $2.2M 78k 27.69
2021-12-31 $2.0M 82k 24.95
2021-09-30 $1.9M 84k 22.72
2021-06-30 $1.9M 83k 23.48
2021-03-31 $1.6M 81k 19.21
2020-12-31 $1.7M 79k 20.98
2020-09-30 $1.3M 79k 16.02
2020-06-30 $905k 79k 11.43
2020-03-31 $578k 69k 8.38
2019-12-31 $1.4M 56k 25.48
2019-09-30 $1.3M 65k 20.54
2019-06-30 $1.2M 48k 25.15
2019-03-31 $1.1M 46k 24.72
2018-12-31 $907k 42k 21.46
2018-09-30 $812k 35k 23.47
2018-06-30 $709k 31k 23.21
2018-03-31 $531k 24k 21.89

More positions owned by Pinnacle Wealth Planning Services

Vaneck Ig Floating Rate Etf Etf (FLTR)
Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Nvidia Corp Stock (NVDA)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Amazon.com Stock (AMZN)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Spdr Doubleline Emerging Markets Fixed Income Etf Etf (EMTL)
Meta Platforms Inc Cl A Stock (META)
Ishares Msci Eafe Value Index Etf Etf (EFV)
Google Stock (GOOGL)

View all positions for Pinnacle Wealth Planning Services

Top funds holding First Tr Exchange-traded Fd no amer energy

Morgan Stanley
Capital Investment Advisors
AlTi Global
Glenview Trust
Wells Fargo & Company
LPL Financial
Sontag Advisory
Bank of America Corporation
Royal Bank of Canada
ARGI Investment Services
Comprehensive Wealth Management
Welch & Forbes
Glenmede Trust Company
Altfest L J & Co
Arvest Trust Co N A

View all funds holding First Tr Exchange-traded Fd no amer energy