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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
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

Other funds holding HAUZ

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $615M AUM 25.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's HAUZ Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Xtrackers International Real Estate ETF (HAUZ) position steady in Q2 2026 at 22 shares worth $493. The position accounts for ﹤0.01% of the portfolio, ranked #2651.

Pinnacle Wealth Planning Services first reported a position in HAUZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $511 in Q4 2025. 113 funds tracked by Wall St. Rank hold HAUZ as of Q2 2026.

  • Pinnacle Wealth Planning Services held 22 shares of Xtrackers International Real Estate ETF worth $493 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Xtrackers International Real Estate ETF share count unchanged in Q2 2026.
  • Xtrackers International Real Estate ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2651 holding.
  • Pinnacle Wealth Planning Services first reported a position in Xtrackers International Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Xtrackers International Real Estate ETF position peaked at $511 in Q4 2025.
  • 113 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.