Pinnacle Private Wealth, LLC Purchases in Q2 2022

Pinnacle Private Wealth, LLC

  • $256 Million
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
XLP
Consumer Staples Sector Spdr

ETFs
1.21K
+ 13.3%
N/A
10.3K $745K
AXLA
Axcella Health Inc.

Healthcare
32K
+ 108.47%
$1.41 - $2.77 $45.1K - $88.6K
61.5K $125K
WM
Waste Management Inc

Industrials
365
+ 25.45%
$140.65 - $169.65 $51.3K - $61.9K
1.8K $275K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
3.58K
+ 39.53%
$21.74 - $25.53 $77.7K - $91.3K
12.6K $274K
V
Visa Inc.

Financial Services
874
+ 17.03%
$189.05 - $227.74 $165K - $199K
6.01K $1.18M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
903
+ 13.81%
$47.98 - $48.96 $43.3K - $44.2K
7.44K $359K
MCD
Mcdonalds Corp

Consumer Cyclical
158
+ 2.98%
$229.0 - $255.85 $36.2K - $40.4K
5.46K $1.35M
GTO
Invesco Actively Managed ETF T

ETFs
1.38K
+ 19.3%
$47.72 - $52.41 $65.6K - $72.1K
8.5K $409K
FUBO
Fubo Tv Inc.

Communication Services
12.7K
New
$2.47 - $7.38 $31.4K - $93.8K
12.7K $31K
UNH
Unitedhealth Group Inc

Healthcare
49
+ 6.86%
$452.06 - $546.01 $22.2K - $26.8K
763 $392K
BBDC
Barings Bdc, Inc.

Financial Services
3.71K
+ 29.42%
$9.24 - $10.9 $34.3K - $40.4K
16.3K $152K
HD
Home Depot, Inc.

Consumer Cyclical
1.28K
+ 9.58%
$268.98 - $315.31 $345K - $404K
14.6K $4.02M
IWS
Ishares Russell Midcap Value E

ETFs
650
+ 26.76%
$99.42 - $121.64 $64.6K - $79.1K
3.08K $313K
SPRU
Spruce Pwr Hldg Corp Com
10.6K
New
N/A
10.6K $12K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
849
+ 26.61%
$63.97 - $82.17 $54.3K - $69.8K
4.04K $268K
IRM
Iron Mountain Inc

Real Estate
676
+ 17.0%
$46.11 - $57.72 $31.2K - $39K
4.65K $227K
XLV
Select Sector Spdr Fund Health

ETFs
323
+ 8.28%
$119.89 - $142.83 $38.7K - $46.1K
4.23K $542K
XT
Ishares Tr Exponential Technol

ETFs
1K
+ 27.36%
$45.91 - $60.17 $45.9K - $60.2K
4.66K $223K
VIG
Vanguard Dividend Appreciation

ETFs
1.1K
+ 13.26%
N/A
9.35K $1.34M
PEP
Pepsico Inc

Consumer Defensive
2
+ 0.07%
$156.12 - $177.5 $312 - $355
2.72K $453K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
26
+ 0.93%
$75.21 - $77.95 $1.96K - $2.03K
2.83K $216K
FXG
First Tr Exchange Traded First

ETFs
45
+ 1.26%
$59.31 - $67.92 $2.67K - $3.06K
3.63K $222K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
145
+ 5.26%
$70.31 - $80.24 $10.2K - $11.6K
2.9K $208K
CSCO
Cisco Systems, Inc.

Technology
1.03K
+ 25.37%
$41.72 - $55.87 $42.8K - $57.3K
5.07K $216K
FTCS
First Trust Capital Strength E

ETFs
364
+ 8.52%
$67.19 - $78.97 $24.5K - $28.7K
4.64K $324K
NKE
Nike, Inc.

Consumer Cyclical
772
+ 27.84%
$102.2 - $137.05 $78.9K - $106K
3.55K $362K
MMM
3 M CO

Industrials
383
+ 11.74%
$129.41 - $154.23 $49.6K - $59.1K
3.64K $472K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
358
+ 3.88%
$99.01 - $106.84 $35.4K - $38.2K
9.58K $974K
IYE
Ishares Tr

ETFs
342
+ 3.53%
$37.64 - $48.83 $12.9K - $16.7K
10K $382K
FREL
Fidelity Covington Tr Msci Rea

ETFs
1.06K
+ 12.36%
$26.0 - $33.6 $27.6K - $35.6K
9.64K $262K
OGI
Organigram Holdings Inc.

Healthcare
1.8K
+ 8.0%
$0.92 - $1.81 $1.66K - $3.26K
24.3K $22K
IWM
Ishares Russell 2000 ETF

ETFs
234
+ 14.19%
$163.9 - $207.91 $38.4K - $48.7K
1.88K $319K
HON
Honeywell International Inc

Industrials
231
+ 7.65%
$173.2 - $205.85 $40K - $47.6K
3.25K $565K
ACN
Accenture PLC

Technology
66
+ 9.36%
$270.9 - $344.47 $17.9K - $22.7K
771 $214K
KRE
Spdr S&P Regional Banking ETF

ETFs
520
+ 9.78%
$56.85 - $68.24 $29.6K - $35.5K
5.84K $339K
QABA
First Trust Nasdaq Aba Communi

ETFs
3
+ 0.07%
$48.65 - $55.99 $146 - $168
4.58K $228K
DGRO
Ishares Core Dividend Growth E

ETFs
7.86K
+ 11.21%
$45.84 - $53.69 $360K - $422K
77.9K $3.71M
IWD
Ishares Russell 1000 Val ETF

ETFs
90
+ 3.93%
$140.99 - $168.41 $12.7K - $15.2K
2.38K $345K
RODM
Hartford Multifactor Developed

ETFs
1.52K
+ 8.51%
$24.89 - $29.35 $37.8K - $44.6K
19.4K $482K
RDVY
First Trust Rising Dividend Ac

ETFs
555
+ 6.85%
$40.42 - $49.12 $22.4K - $27.3K
8.65K $354K
LRCX
Lam Research Corp

Technology
38
+ 7.17%
$418.3 - $535.55 $15.9K - $20.4K
568 $242K
IWY
Ishares Tr Russell 200 Growth

ETFs
189
+ 9.07%
$120.18 - $161.96 $22.7K - $30.6K
2.27K $285K
LOW
Lowes Companies Inc

Consumer Cyclical
610
+ 10.81%
$171.61 - $208.74 $105K - $127K
6.26K $1.09M
PENN
Penn National Gaming Inc

Consumer Cyclical
1.32K
+ 17.82%
$26.91 - $44.24 $35.5K - $58.4K
8.73K $265K
XLK
Technology Sector Spdr

ETFs
27
+ 1.57%
$123.49 - $161.47 $3.33K - $4.36K
1.75K $222K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.44K
+ 18.56%
$130.25 - $170.4 $187K - $245K
9.18K $1.25M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.39K
+ 8.95%
$66.73 - $79.1 $293K - $347K
53.4K $3.75M
CSX
Csx Corp

Industrials
1.81K
+ 14.28%
$28.71 - $36.3 $51.9K - $65.6K
14.5K $420K
FVD
First Tr Value Line Divid Inde

ETFs
938
+ 3.59%
$37.24 - $43.02 $34.9K - $40.4K
27.1K $1.05M
Activity Summary
Buys All Purchases 140 New Holdings 19 Increased Positions 121 Sells All Sells 149 Reductions 103 Sold out 46 Options Calls 1 Puts 0
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