PA
XAIX

Pinnacle Associates’s Xtrackers Artificial Intelligence and Big Data ETF XAIX Stock Holding History

Pinnacle Associates’s Portfolio XAIX Stock Details XAIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.07M Sell
26,880
-470
-2% -$20K 0.01% 507
2025
Q4 		$1.17M Buy
27,350
+450
+2% +$19.1K 0.02% 489
2025
Q3 		$1.12M Buy
+26,900
New +$1.06M 0.01% 488

Other funds holding XAIX

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
WI
Wedgewood Investors Erie, Pennsylvania $97.4M AUM 31.05% 1-Year Est. Return

Pinnacle Associates's XAIX Position: Q1 2026 in Review

Pinnacle Associates reduced its Xtrackers Artificial Intelligence and Big Data ETF (XAIX) stake by 1.7% in Q1 2026, selling an estimated $20K and leaving 26,880 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #507.

Pinnacle Associates first reported a position in XAIX in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.17M in Q4 2025. 35 funds tracked by Wall St. Rank hold XAIX as of Q1 2026.

  • Pinnacle Associates held 26,880 shares of Xtrackers Artificial Intelligence and Big Data ETF worth $1.07M as of Q1 2026.
  • Pinnacle Associates sold 470 Xtrackers Artificial Intelligence and Big Data ETF shares in Q1 2026, an estimated $20K.
  • Xtrackers Artificial Intelligence and Big Data ETF made up 0.01% of Pinnacle Associates's portfolio in Q1 2026, its #507 holding.
  • Pinnacle Associates first reported a position in Xtrackers Artificial Intelligence and Big Data ETF in Q3 2025 and has held it in 3 quarters since.
  • Pinnacle Associates's Xtrackers Artificial Intelligence and Big Data ETF position peaked at $1.17M in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Xtrackers Artificial Intelligence and Big Data ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.