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Pinnacle Advisory Group’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Pinnacle Advisory Group’s Portfolio SNPE Stock Details SNPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$534K Buy
15,353
+3,343
+28% +$113K 0.02% 154
2020
Q4 		$394K Buy
+12,010
New +$376K 0.02% 141

Other funds holding SNPE

HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pinnacle Advisory Group's SNPE Position: Q1 2021 in Review

Pinnacle Advisory Group increased its Xtrackers S&P 500 ESG ETF (SNPE) stake by 28% in Q1 2021, buying an estimated $113K and bringing the position to 15,353 shares worth $534K. The position accounts for 0.02% of the portfolio, ranked #154.

Pinnacle Advisory Group first reported a position in SNPE in Q4 2020 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold SNPE as of Q1 2021.

  • Pinnacle Advisory Group held 15,353 shares of Xtrackers S&P 500 ESG ETF worth $534K as of Q1 2021.
  • Pinnacle Advisory Group bought 3,343 Xtrackers S&P 500 ESG ETF shares in Q1 2021, an estimated $113K.
  • Xtrackers S&P 500 ESG ETF made up 0.02% of Pinnacle Advisory Group's portfolio in Q1 2021, its #154 holding.
  • Pinnacle Advisory Group first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2020 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.