Pinnacle Private Wealth, LLC Sells in Q2 2022

Pinnacle Private Wealth, LLC

  • $256 Million
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-70.7K
- 23.79%
$130.06 - $178.44 $9.19M - $12.6M
226K $31M
Bottomline Tech Del Inc
-126K
Closed
N/A
0 $0
ONOF
Global X Fds Adaptive U S Risk

ETFs
-35.2K
- 38.86%
$23.17 - $26.63 $816K - $938K
55.4K $1.29M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.61K
- 4.14%
$77.53 - $105.04 $125K - $169K
37.3K $2.98M
TOST
Toast, Inc.

Technology
-9.55K
- 9.89%
$12.68 - $24.05 $121K - $230K
87.1K $1.13M
IWP
Ishares Russell Mid Cap Growth

ETFs
-4.16K
- 14.47%
$75.41 - $102.47 $313K - $426K
24.6K $1.95M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.36K
- 20.1%
$337.07 - $419.85 $459K - $572K
5.42K $1.88M
FPX
First Trust Us Equity Opportun

ETFs
-5.7K
- 53.04%
$79.92 - $110.92 $456K - $632K
5.05K $415K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-4.72K
- 51.72%
$69.84 - $121.86 $330K - $575K
4.41K $308K
VEA
Vanguard Ftse Developed Market

ETFs
-14.7K
- 72.3%
$40.38 - $48.66 $594K - $715K
5.63K $230K
SAVA
Cassava Sciences Inc

Healthcare
-16.6K
Closed
$17.22 - $38.47 $286K - $639K
0 $0
RJA
Swedish Export Credit Corp

ETFs
-57K
Closed
$9.34 - $11.0 $532K - $627K
0 $0
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-3.57K
- 8.23%
$43.64 - $54.04 $156K - $193K
39.8K $1.78M
JJC
Barclays Bank PLC

ETFs
-24K
Closed
$18.51 - $24.22 $444K - $581K
0 $0
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.52K
- 8.93%
$108.57 - $135.98 $165K - $207K
15.5K $1.73M
FXN
First Tr Exchange Traded Fd Fi

ETFs
-29.4K
- 39.36%
$14.62 - $18.74 $430K - $552K
45.3K $669K
GE
General Electric CO

Industrials
-2.02K
- 15.35%
$63.67 - $92.49 $128K - $187K
11.1K $709K
XLY
Select Sector Spdr Consumer Di

ETFs
-769
- 9.65%
$134.63 - $189.39 $104K - $146K
7.2K $990K
JPM
Jpmorgan Chase & CO

Financial Services
-485
- 2.84%
$112.61 - $135.91 $54.6K - $65.9K
16.6K $1.87M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-45.8K
Closed
$8.76 - $9.96 $401K - $456K
0 $0
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-2.32K
- 27.32%
$93.52 - $125.2 $217K - $291K
6.18K $596K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.2K
- 3.89%
$38.28 - $53.92 $46.1K - $64.9K
29.7K $1.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.76K
Closed
$201.03 - $253.2 $353K - $444K
0 $0
LIT
Global X Fds Global X Lithium

ETFs
-4.67K
- 22.95%
$61.71 - $80.05 $288K - $374K
15.7K $1.14M
U
Unity Software Inc.

Technology
-541
- 8.31%
$30.3 - $108.64 $16.4K - $58.8K
5.97K $220K
DIS
Walt Disney CO

Communication Services
-91
- 0.95%
$93.29 - $138.58 $8.49K - $12.6K
9.52K $899K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-920
- 4.28%
$89.03 - $109.02 $81.9K - $100K
20.6K $1.9M
SQ
Block, Inc.

Technology
-299
- 5.61%
$57.51 - $145.19 $17.2K - $43.4K
5.03K $309K
SPY
Spdr S&P 500 ETF Trust

ETFs
-118
- 2.41%
$365.86 - $456.8 $43.2K - $53.9K
4.77K $1.8M
SPYG
Spdr Portfolio

ETFs
-498
- 1.81%
$50.47 - $67.39 $25.1K - $33.6K
27K $1.41M
COST
Costco Wholesale Corp

Consumer Defensive
-265
- 9.32%
$416.43 - $608.05 $110K - $161K
2.58K $1.24M
ABNB
Airbnb, Inc.

Consumer Cyclical
-2.27K
Closed
$89.08 - $177.02 $202K - $402K
0 $0
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-10.5K
Closed
$31.92 - $38.05 $336K - $400K
0 $0
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-486
- 1.16%
$44.06 - $53.49 $21.4K - $26K
41.3K $1.87M
LHX
L3 Harris Technologies, Inc.

Industrials
-1.52K
Closed
$221.57 - $260.8 $336K - $396K
0 $0
SKYY
First Trust Cloud Computing Et

ETFs
-1.77K
- 18.3%
$61.99 - $93.67 $110K - $166K
7.9K $520K
SNOW
Snowflake Inc.

Technology
-1.54K
Closed
$113.3 - $241.23 $175K - $372K
0 $0
SBUX
Starbucks Corp

Consumer Cyclical
-3.16K
- 41.34%
$69.9 - $91.49 $221K - $289K
4.48K $342K
F
Ford Motor CO

Consumer Cyclical
-2.2K
- 4.0%
$11.13 - $16.66 $24.5K - $36.7K
52.8K $588K
FDN
First Tr Fd Dow Jones

ETFs
-1.77K
Closed
$122.23 - $195.51 $217K - $347K
0 $0
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.78K
- 36.33%
$73.3 - $79.23 $277K - $300K
6.63K $499K
FIW
First Trust Water ETF

ETFs
-2.1K
- 15.02%
$67.71 - $85.64 $142K - $180K
11.9K $855K
NFLX
Netflix Inc

Communication Services
-846
Closed
$166.37 - $391.5 $141K - $331K
0 $0
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-2.98K
Closed
$80.61 - $107.49 $240K - $320K
0 $0
BRCC
Brc Inc.

Consumer Defensive
-14.7K
Closed
$6.83 - $33.11 $100K - $487K
0 $0
IBB
Ishares Biotechnology ETF

ETFs
-576
- 3.08%
$105.82 - $134.76 $61K - $77.6K
18.1K $2.13M
TTD
Trade Desk, Inc.

Technology
-4.18K
Closed
$41.89 - $75.22 $175K - $314K
0 $0
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-5.57K
Closed
$50.05 - $51.06 $279K - $284K
0 $0
CRM
Salesforce, Inc.

Technology
-941
- 36.14%
$155.6 - $218.85 $146K - $206K
1.66K $274K
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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