Pinnacle Associates
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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
Q3 		$1.58M Buy
26,945
+50
+0.2% +$2.79K 0.02% 457
2026
Q2 		$1.55M Buy
26,895
+15
+0.1% +$773 0.02% 458
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

Soltis Investment Advisors
Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return
CAP Partners LLC
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return
Wedgewood Investors
Wedgewood Investors Erie, Pennsylvania $97.6M AUM 26.67% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Pinnacle Associates's XAIX Position: Q3 2026 in Review

Pinnacle Associates increased its Xtrackers Artificial Intelligence and Big Data ETF (XAIX) stake by 0.19% in Q3 2026, buying an estimated $2.79K and bringing the position to 26,945 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #457.

Pinnacle Associates first reported a position in XAIX in Q3 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold XAIX as of Q3 2026.

  • Pinnacle Associates held 26,945 shares of Xtrackers Artificial Intelligence and Big Data ETF worth $1.58M as of Q3 2026.
  • Pinnacle Associates bought 50 Xtrackers Artificial Intelligence and Big Data ETF shares in Q3 2026, an estimated $2.79K.
  • Xtrackers Artificial Intelligence and Big Data ETF made up 0.02% of Pinnacle Associates's portfolio in Q3 2026, its #457 holding.
  • Pinnacle Associates first reported a position in Xtrackers Artificial Intelligence and Big Data ETF in Q3 2025 and has held it in 5 quarters since.
  • 14 funds tracked by Wall St. Rank held Xtrackers Artificial Intelligence and Big Data ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.