Pinnacle Family Advisors’s Pinnacle Focused Opportunities ETF FCUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.8M Sell
695,596
-26,370
-4% -$676K 8.67% 1
2025
Q1
$16.5M Buy
721,966
+1,511
+0.2% +$34.6K 8.98% 1
2024
Q4
$20.7M Buy
720,455
+50,951
+8% +$1.47M 10.03% 1
2024
Q3
$19.6M Buy
669,504
+35,167
+6% +$1.03M 10.15% 1
2024
Q2
$17.5M Buy
634,337
+20,768
+3% +$574K 9.69% 2
2024
Q1
$17.4M Buy
613,569
+4,936
+0.8% +$140K 9.27% 2
2023
Q4
$14.8M Buy
608,633
+33,558
+6% +$815K 8.69% 2
2023
Q3
$12.4M Buy
575,075
+330,881
+135% +$7.12M 7.09% 3
2023
Q2
$5.33M Sell
244,194
-1,795
-0.7% -$39.2K 2.88% 9
2023
Q1
$5.26M Buy
+245,989
New +$5.26M 3.2% 8