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Pinnacle Private Wealth’s Goldman Sachs Access Inflation Protected USD Bond ETF GTIP Stock Holding History

Pinnacle Private Wealth’s Portfolio GTIP Stock Details GTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$267K Sell
5,177
-384
-7% -$20.6K 0.1% 216
2022
Q1 		$314K Hold
5,561
– – 0.1% 214
2021
Q4 		$325K Buy
+5,561
New +$325K 0.1% 199

Other funds holding GTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
MW
Milestone Wealth Buffalo, New York $89.5M AUM 17.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

Pinnacle Private Wealth reduced its Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) stake by 6.9% in Q2 2022, selling an estimated $20.6K and leaving 5,177 shares worth $267K. The position accounts for 0.1% of the portfolio, ranked #216.

Pinnacle Private Wealth first reported a position in GTIP in Q4 2021 and has held it in 3 quarters since. The position peaked at $325K in Q4 2021. 40 funds tracked by Wall St. Rank hold GTIP as of Q2 2022.

  • Pinnacle Private Wealth held 5,177 shares of Goldman Sachs Access Inflation Protected USD Bond ETF worth $267K as of Q2 2022.
  • Pinnacle Private Wealth sold 384 Goldman Sachs Access Inflation Protected USD Bond ETF shares in Q2 2022, an estimated $20.6K.
  • Goldman Sachs Access Inflation Protected USD Bond ETF made up 0.1% of Pinnacle Private Wealth's portfolio in Q2 2022, its #216 holding.
  • Pinnacle Private Wealth first reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Goldman Sachs Access Inflation Protected USD Bond ETF position peaked at $325K in Q4 2021.
  • 40 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q2 2022.

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