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Pinnacle Financial Partners (Georgia)’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio ILDR Stock Details ILDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59M Sell
40,510
-1,779
-4% -$64.4K 0.01% 537
2026
Q1 		$1.26M Buy
42,289
+244
+0.6% +$7.77K 0.01% 551
2025
Q4 		$1.39M Buy
+42,045
New +$1.4M 0.01% 537

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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mariner
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AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Pinnacle Financial Partners (Georgia)'s ILDR Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) reduced its First Trust Innovation Leaders ETF (ILDR) stake by 4.2% in Q2 2026, selling an estimated $64.4K and leaving 40,510 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #537.

Pinnacle Financial Partners (Georgia) first reported a position in ILDR in Q4 2025 and has held it in 3 quarters since. 94 funds tracked by Wall St. Rank hold ILDR as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 40,510 shares of First Trust Innovation Leaders ETF worth $1.59M as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 1,779 First Trust Innovation Leaders ETF shares in Q2 2026, an estimated $64.4K.
  • First Trust Innovation Leaders ETF made up 0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #537 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in First Trust Innovation Leaders ETF in Q4 2025 and has held it in 3 quarters since.
  • 94 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.