Pinnacle Advisory Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$68.6M |
| 2 |
GLDW
SPDR Long Dollar Gold Trust
GLDW
|
+$49.2M |
| 3 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$39.2M |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$33.1M |
| 5 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$30.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$51.1M |
| 2 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$37.9M |
| 3 |
iShares US Technology ETF
IYW
|
+$24.5M |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$21.3M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$11M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Communication Services | 0.5% |
| 2 | Technology | 0.34% |
| 3 | Consumer Staples | 0.24% |
| 4 | Financials | 0.15% |
| 5 | Healthcare | 0.1% |
Similar funds
Pinnacle Advisory Group's Q2 2020 Portfolio in Review
As of Q2 2020, Pinnacle Advisory Group held 172 positions worth $1.44B, up 38% from $1.04B the previous quarter. Its ten largest holdings account for 47% of the portfolio.
Pinnacle Advisory Group deployed $251M of net new capital in Q2 2020, opening 22 new positions and adding to 54 existing holdings. Its largest new stake was JPMorgan Ultra-Short Income ETF: 1,361,781 shares worth $69.1M.
By sector, the portfolio is most concentrated in Communication Services at 0.5% of assets, down from 0.55% a quarter earlier, followed by Technology and Consumer Staples.
On the sell side, the largest reduction was Schwab Short-Term US Treasury ETF, an estimated $51.1M trimmed.
- Pinnacle Advisory Group's largest Q2 2020 buy was JPMorgan Ultra-Short Income ETF: 1,361,781 shares worth $69.1M.
- Pinnacle Advisory Group added most to State Street Technology Select Sector SPDR ETF in Q2 2020, an estimated $33.1M increase.
- Pinnacle Advisory Group's biggest Q2 2020 reduction was Schwab Short-Term US Treasury ETF, cutting an estimated $51.1M.
- Pinnacle Advisory Group fully exited SPDR Gold MiniShares Trust in Q2 2020, selling an estimated $21.3M.
- Pinnacle Advisory Group's ten largest holdings make up 47% of its $1.44B portfolio in Q2 2020.
- Pinnacle Advisory Group opened 22 new positions and closed 9 in Q2 2020.
- Pinnacle Advisory Group's portfolio value rose 38% quarter-over-quarter to $1.44B.
Based on Pinnacle Advisory Group's 13F filing for Q2 2020, filed 14 Aug 2020.