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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 (WUGI) shares owned by Pinnacle Family Advisors from 13F filings

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

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 $321k 4.6k 70.55
2024-06-30 $313k 4.5k 69.59

More positions owned by Pinnacle Family Advisors

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

View all positions for Pinnacle Family Advisors

Top funds holding Investment Managers Ser Tr I

Jane Street
WealthBridge Capital Management
Bank Of Montreal
Citadel Advisors
Pinnacle Family Advisors
Pnc Financial Services
UBS Group
National Bank Of Canada /fi/
AdvisorNet Financial
Principal Securities
Advisor Group Holdings
Venturi Wealth Management

View all funds holding Investment Managers Ser Tr I