PFPT
QLTA icon

Pinnacle Financial Partners (Tennessee)’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio QLTA Stock Details QLTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$376K Hold
7,753
– – 0.01% 372
2025
Q2 		$371K Sell
7,753
-406
-5% -$19.1K 0.01% 363
2025
Q1 		$388K Hold
8,159
– – 0.01% 356
2024
Q4 		$382K Hold
8,159
– – 0.01% 351
2024
Q3 		$401K Hold
8,159
– – 0.01% 347
2024
Q2 		$382K Hold
8,159
– – 0.01% 347
2024
Q1 		$387K Buy
8,159
+549
+7% +$26K 0.01% 345
2023
Q4 		$366K Buy
7,610
+1,502
+25% +$68.8K 0.01% 336
2023
Q3 		$275K Buy
+6,108
New +$283K 0.01% 347

Other funds holding QLTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return