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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
Q1 		$497 Hold
22
– – ﹤0.01% 2623
2025
Q4 		$511 Buy
+22
New +$515 ﹤0.01% 2650

Other funds holding HAUZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Pinnacle Wealth Planning Services's HAUZ Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Xtrackers International Real Estate ETF (HAUZ) position steady in Q1 2026 at 22 shares worth $497. The position accounts for ﹤0.01% of the portfolio, ranked #2623.

Pinnacle Wealth Planning Services first reported a position in HAUZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $511 in Q4 2025. 104 funds tracked by Wall St. Rank hold HAUZ as of Q1 2026.

  • Pinnacle Wealth Planning Services held 22 shares of Xtrackers International Real Estate ETF worth $497 as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Xtrackers International Real Estate ETF share count unchanged in Q1 2026.
  • Xtrackers International Real Estate ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2623 holding.
  • Pinnacle Wealth Planning Services first reported a position in Xtrackers International Real Estate ETF in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Xtrackers International Real Estate ETF position peaked at $511 in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.