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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
2024-12-31 $265k 3.7k 72.50
2024-09-30 $321k 4.6k 70.55
2024-06-30 $313k 4.5k 69.59

More positions owned by Pinnacle Family Advisors

Tidal Trust Ii Pinnacle Focused (FCUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
O'reilly Automotive (ORLY)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Tesla Motors (TSLA)

View all positions for Pinnacle Family Advisors

Top funds holding Investment Managers Ser Tr I

Citadel Advisors
WealthBridge Capital Management
Jane Street
Flow Traders US
Federation des caisses Desjardins du Quebec
National Bank Of Canada /fi/
Advisor Group Holdings
Cape Investment Advisory
AdvisorNet Financial
Principal Securities

View all funds holding Investment Managers Ser Tr I