Pinnacle Wealth Planning Services
HAUZ icon

Pinnacle Wealth Planning Services’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio HAUZ Stock Details HAUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$467 Hold
22
– – ﹤0.01% 2708
2026
Q2 		$493 Hold
22
– – ﹤0.01% 2651
2026
Q1 		$497 Hold
22
– – ﹤0.01% 2623
2025
Q4 		$511 Buy
+22
New +$515 ﹤0.01% 2650

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HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
American Financial & Tax Strategies
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Pinnacle Wealth Planning Services's HAUZ Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Xtrackers International Real Estate ETF (HAUZ) position steady in Q3 2026 at 22 shares worth $467. The position accounts for ﹤0.01% of the portfolio, ranked #2708.

Pinnacle Wealth Planning Services first reported a position in HAUZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $511 in Q4 2025. 60 funds tracked by Wall St. Rank hold HAUZ as of Q3 2026.

  • Pinnacle Wealth Planning Services held 22 shares of Xtrackers International Real Estate ETF worth $467 as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Xtrackers International Real Estate ETF share count unchanged in Q3 2026.
  • Xtrackers International Real Estate ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2708 holding.
  • Pinnacle Wealth Planning Services first reported a position in Xtrackers International Real Estate ETF in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Xtrackers International Real Estate ETF position peaked at $511 in Q4 2025.
  • 60 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.