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Investment Managers Ser Tr I shares owned by Pinnacle Family Advisors

Quarter-by-quarter ownership of Investment Managers Ser Tr I (SARK) shares owned by Pinnacle Family Advisors from 13F filings

Historical chart of Pinnacle Family Advisors investment in Investment Managers Ser Tr I

23:59:59.999Sep 29, 202423:59:59.999500:00:00Sep 30, 202400:00:00.000500:00:00.001412.55k412.5505k412.551k412.5515k412.552k15.842k15.8425k15.843k15.8435k15.844k
Value ($)Share countHistorical SARK position of Pinnacle Family Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by Pinnacle Family Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by Pinnacle Family Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $413k 16k 26.04

More positions owned by Pinnacle Family Advisors

Tidal Tr Ii Pinnacle Focused (FCUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
O'reilly Automotive (ORLY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Pinnacle Family Advisors

Top funds holding Investment Managers Ser Tr I

Concentric Capital Strategies
Huntington National Bank

View all funds holding Investment Managers Ser Tr I