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Pinnacle Private Wealth’s iShares US Utilities ETF IDU Stock Holding History

Pinnacle Private Wealth’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$584K Sell
6,828
-244
-3% -$21.6K 0.23% 108
2022
Q1 		$644K Buy
7,072
+538
+8% +$45.8K 0.2% 116
2021
Q4 		$578K Buy
+6,534
New +$547K 0.18% 132

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCB
Country Club Bank Kansas City, Missouri $1.69B AUM 16.93% 1-Year Est. Return

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

Pinnacle Private Wealth reduced its iShares US Utilities ETF (IDU) stake by 3.5% in Q2 2022, selling an estimated $21.6K and leaving 6,828 shares worth $584K. The position accounts for 0.23% of the portfolio, ranked #108.

Pinnacle Private Wealth first reported a position in IDU in Q4 2021 and has held it in 3 quarters since. The position peaked at $644K in Q1 2022. 224 funds tracked by Wall St. Rank hold IDU as of Q2 2022.

  • Pinnacle Private Wealth held 6,828 shares of iShares US Utilities ETF worth $584K as of Q2 2022.
  • Pinnacle Private Wealth sold 244 iShares US Utilities ETF shares in Q2 2022, an estimated $21.6K.
  • iShares US Utilities ETF made up 0.23% of Pinnacle Private Wealth's portfolio in Q2 2022, its #108 holding.
  • Pinnacle Private Wealth first reported a position in iShares US Utilities ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's iShares US Utilities ETF position peaked at $644K in Q1 2022.
  • 224 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2022.

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