Pinnacle Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Pinnacle Wealth Advisors’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$6.57M	Buy	+56,378	New	+$6.7M	0.27%	104

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Pinnacle Wealth Advisors's DVY Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in iShares Select Dividend ETF (DVY) in Q2 2021: 56,378 shares worth $6.57M. The stake represents 0.27% of the portfolio and ranks #104 among its holdings.

1,033 funds tracked by Wall St. Rank hold DVY as of Q2 2021.

Pinnacle Wealth Advisors held 56,378 shares of iShares Select Dividend ETF worth $6.57M as of Q2 2021.
iShares Select Dividend ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares Select Dividend ETF made up 0.27% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #104 holding.
1,033 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.