Pinnacle Private Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Pinnacle Private Wealth’s Portfolio DGRO Stock Details DGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$3.71M	Buy	77,948 +7,857	+11%	+$396K	1.45%	7
2022 Q1	$3.74M	Buy	70,091 +6,483	+10%	+$346K	1.17%	11
2021 Q4	$3.54M	Buy	+63,608	New	+$3.39M	1.11%	11

Other funds holding DGRO

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pinnacle Private Wealth's DGRO Position: Q2 2022 in Review

Pinnacle Private Wealth increased its iShares Core Dividend Growth ETF (DGRO) stake by 11% in Q2 2022, buying an estimated $396K and bringing the position to 77,948 shares worth $3.71M. The position accounts for 1.45% of the portfolio, ranked #7.

Pinnacle Private Wealth first reported a position in DGRO in Q4 2021 and has held it in 3 quarters since. The position peaked at $3.74M in Q1 2022. 790 funds tracked by Wall St. Rank hold DGRO as of Q2 2022.

Pinnacle Private Wealth held 77,948 shares of iShares Core Dividend Growth ETF worth $3.71M as of Q2 2022.
Pinnacle Private Wealth bought 7,857 iShares Core Dividend Growth ETF shares in Q2 2022, an estimated $396K.
iShares Core Dividend Growth ETF made up 1.45% of Pinnacle Private Wealth's portfolio in Q2 2022, its #7 holding.
Pinnacle Private Wealth first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's iShares Core Dividend Growth ETF position peaked at $3.74M in Q1 2022.
790 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.