Pinnacle Family Advisors’s iShares US Utilities ETF IDU Stock Holding History

Pinnacle Family Advisors’s Portfolio IDU Stock Details IDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-23,220	Closed	-$1.6M	–	82
2020 Q1	$1.6M	Buy	+23,220	New	+$1.85M	1.93%	17
2019 Q4	–	Sell	-25,180	Closed	-$2.05M	–	81
2019 Q3	$2.05M	Sell	25,180 -2,870	-10%	-$223K	1.81%	10
2019 Q2	$2.12M	Buy	+28,050	New	+$2.08M	1.75%	15
2017 Q3	–	Sell	-27,270	Closed	-$1.77M	–	73
2017 Q2	$1.77M	Buy	+27,270	New	+$1.79M	0.99%	26

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Pinnacle Family Advisors's IDU Position: Q2 2020 in Review

Pinnacle Family Advisors sold out of iShares US Utilities ETF (IDU) in Q2 2020, closing a stake of 23,220 shares — an estimated $1.6M sold.

Pinnacle Family Advisors first reported a position in IDU in Q2 2017 and held it in 4 quarters. The position peaked at $2.12M in Q2 2019. 184 funds tracked by Wall St. Rank hold IDU as of Q2 2020.

Pinnacle Family Advisors reported no remaining iShares US Utilities ETF position as of Q2 2020 after selling out during the quarter.
Pinnacle Family Advisors sold 23,220 iShares US Utilities ETF shares in Q2 2020, an estimated $1.6M.
Pinnacle Family Advisors first reported a position in iShares US Utilities ETF in Q2 2017 and held it in 4 quarters.
Pinnacle Family Advisors's iShares US Utilities ETF position peaked at $2.12M in Q2 2019.
184 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2020.

Based on Pinnacle Family Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.