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

Pinnacle Family Advisors’s Portfolio WUGI Stock Details WUGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,650
Closed -$265K – 125
2024
Q4 		$265K Sell
3,650
-900
-20% -$67.1K 0.13% 96
2024
Q3 		$321K Buy
4,550
+50
+1% +$3.37K 0.17% 95
2024
Q2 		$313K Buy
+4,500
New +$287K 0.17% 88

Other funds holding WUGI

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Family Advisors's WUGI Position: Q1 2025 in Review

Pinnacle Family Advisors sold out of AXS Esoterica NextG Economy ETF (WUGI) in Q1 2025, closing a stake of 3,650 shares — an estimated $265K sold.

Pinnacle Family Advisors first reported a position in WUGI in Q2 2024 and held it in 3 quarters. The position peaked at $321K in Q3 2024. 11 funds tracked by Wall St. Rank hold WUGI as of Q1 2025.

  • Pinnacle Family Advisors reported no remaining AXS Esoterica NextG Economy ETF position as of Q1 2025 after selling out during the quarter.
  • Pinnacle Family Advisors sold 3,650 AXS Esoterica NextG Economy ETF shares in Q1 2025, an estimated $265K.
  • Pinnacle Family Advisors first reported a position in AXS Esoterica NextG Economy ETF in Q2 2024 and held it in 3 quarters.
  • Pinnacle Family Advisors's AXS Esoterica NextG Economy ETF position peaked at $321K in Q3 2024.
  • 11 funds tracked by Wall St. Rank held AXS Esoterica NextG Economy ETF as of Q1 2025.

Based on Pinnacle Family Advisors's 13F filing for Q1 2025, filed 15 May 2025.