Pinnacle Associates LTD ETFs

Pinnacle Associates LTD

$6.3 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ICSH Blackrock Ultra Short Term Bon	$0	$369,000 0.01% of portfolio	7,273	Q3 2024 New
IWS Ishares Russell Midcap Value E	$0	$366,000 0.01% of portfolio	2,775	Q3 2024 Reduced 8.02%
VONG Vanguard Russell 1000 Growth E	$0	$360,000 0.01% of portfolio	3,740	Q3 2024 Reduced 10.2%
SCHG Schwab Strategic Tr Us Large C	$0	$352,000 0.01% of portfolio	3,383	Q3 2024 Reduced 0.44%
PFXF Vaneck ETF Tr Preferred Securi	$0	$338,000 0.01% of portfolio	18,528	Q3 2023 Reduced 8.4%
IVOO Vanguard S&P Mid Cap 400 ETF	$0	$329,000 0.01% of portfolio	3,116	Q3 2024 Reduced 0.8%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$328,000 0.01% of portfolio	6,977	Q3 2024 Added 27.16%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$328,000 0.01% of portfolio	26,624	Q3 2024 Reduced 4.35%
FIXD First Tr ETF Viii Tcw Opportun	$0	$327,000 0.01% of portfolio	7,230	Q4 2022 Reduced 24.65%
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$318,000 0.01% of portfolio	3,163	Q3 2024 Added 29.42%
USFR Wisdomtree Floating Rate Treas	$0	$318,000 0.01% of portfolio	6,344	Q3 2024 Reduced 74.24%
MTUM Ishares Msci Usa Momentum Fact	$0	$316,000 0.01% of portfolio	1,563	Q3 2024 Reduced 6.96%
INFL Listed Fds Tr Horizon Kinetics	$0	$315,000 0.0% of portfolio	8,400	Q3 2024 New
ESML Ishares Esg Aware Msci Usa Sma	$0	$307,000 0.0% of portfolio	7,355	Q3 2024 Reduced 3.86%
PAVE Global X Fds Us Infrastructure	$0	$295,000 0.0% of portfolio	7,170	Q3 2024 Reduced 9.75%
USMV Ishares Msci Usa Min Vol Facto	$0	$269,000 0.0% of portfolio	2,952	Q3 2024 Reduced 3.37%
IYH Ishares Tr	$0	$267,000 0.0% of portfolio	4,120	Q3 2024 Reduced 80.0%
ITOT Ishares Core S&P Total U.S. St	$0	$258,000 0.0% of portfolio	2,054	Q3 2024 Reduced 2.79%
IUSV Ishares Core S&P U.S. Value Et	$0	$257,000 0.0% of portfolio	2,700	Q3 2024 Added 0.56%
IQLT Ishares Msci Intl Quality Fact	$0	$256,000 0.0% of portfolio	6,178	Q3 2024 Reduced 5.46%
ICLN Ishares	$0	$252,000 0.0% of portfolio	17,220	Q3 2024 Added 26.36%
ESGU Ishares Trust Ishares Esg Awar	$0	$250,000 0.0% of portfolio	1,987	Q4 2023 New
VDC Vanguard Consumer Staples ETF	$0	$248,000 0.0% of portfolio	1,138	Q3 2024 Added 2.06%
IGV Ishares Expanded Tech Software	$0	$248,000 0.0% of portfolio	2,785	Q3 2024 Reduced 82.3%
TDTT Flexshares Tr Iboxx 3 Yr Targe	$0	$245,000 0.0% of portfolio	10,190	Q3 2024 New
VDE Vanguard Energy ETF	$0	$227,000 0.0% of portfolio	1,857	Q3 2024 New
PGF Invesco Exchange Traded Fd Tr	$0	$168,000 0.0% of portfolio	10,755	Q3 2024 New
SPFF Global X Superincome Preferred	$0	$135,000 0.0% of portfolio	13,928	Q3 2023 Reduced 12.56%
RCD Invesco ETF Tr S&P 500 Equal W	$0	$0 0.0% of portfolio	23,640	Q3 2024 Reduced 5.02%

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