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Pinnacle Wealth Planning Services’s First Trust Alerian US NextGen Infrastructure ETF RBLD Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio RBLD Stock Details RBLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-97
Closed -$5K – 1575
2020
Q4 		$5K Buy
+97
New +$4.48K ﹤0.01% 1675

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return

Pinnacle Wealth Planning Services's RBLD Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of First Trust Alerian US NextGen Infrastructure ETF (RBLD) in Q1 2021, closing a stake of 97 shares — an estimated $5K sold.

Pinnacle Wealth Planning Services first reported a position in RBLD in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 10 funds tracked by Wall St. Rank hold RBLD as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining First Trust Alerian US NextGen Infrastructure ETF position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 97 First Trust Alerian US NextGen Infrastructure ETF shares in Q1 2021, an estimated $5K.
  • Pinnacle Wealth Planning Services first reported a position in First Trust Alerian US NextGen Infrastructure ETF in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's First Trust Alerian US NextGen Infrastructure ETF position peaked at $5K in Q4 2020.
  • 10 funds tracked by Wall St. Rank held First Trust Alerian US NextGen Infrastructure ETF as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.