Pinnacle Family Advisors’s AXS Esoterica NextG Economy ETF WUGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,650
Closed -$265K 125
2024
Q4
$265K Sell
3,650
-900
-20% -$65.3K 0.13% 96
2024
Q3
$321K Buy
4,550
+50
+1% +$3.53K 0.17% 95
2024
Q2
$313K Buy
+4,500
New +$313K 0.17% 88