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Pinnacle Family Advisors, LLC Buys PowerShares QQQ Trust Series 1, SPDR Dow Jones Industrial ...


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Pinnacle Family Advisors, LLC
  • New Purchases: DIA , IEFA , SPY , IEMG, IVW, VUG, BWX, IYK, IYC, IDU,
  • Added Positions:QQQ, FTSM, FEX, FXZ, IYM, AAPL, RAI, FFR, HYS, VCIT,
  • Reduced Positions:IJH, FNX, FYX, HYG, IWV, IJR, AMZN, ITOT, XOM, IVE,
  • Sold Out:VBR, IJJ, IJT, IWM, FLOT, SCHM, SCHA, FXO, FXH, IYE,

For the details of Pinnacle Family Advisors, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Pinnacle+Family+Advisors%2C+LLC

These are the top 5 holdings of Pinnacle Family Advisors, LLC

  1. First Trust Enhanced Short Maturity ETF ( FTSM ) - 315,200 shares, 12.64% of the total portfolio. Shares added by 129.08%
  2. PowerShares QQQ Trust Series 1 ( QQQ ) - 97,214 shares, 8.95% of the total portfolio. Shares added by 2287.38%
  3. SPDR Dow Jones Industrial Average ( DIA ) - 57,925 shares, 8.26% of the total portfolio. New Position
  4. iShares Core S&P 500 ( IVV ) - 30,258 shares, 4.92% of the total portfolio. Shares added by 0.85%
  5. iShares Core MSCI EAFE ( IEFA ) - 113,795 shares, 4.63% of the total portfolio. New Position


New Purchase: SPDR Dow Jones Industrial Average ( DIA )

Pinnacle Family Advisors, LLC initiated holdings in SPDR Dow Jones Industrial Average. The purchase prices were between $203.85 and $214.92, with an estimated average price of $209.67. The stock is now traded at around $218.22. The impact to the portfolio due to this purchase was 8.26%. The holdings were 57,925 shares as of 2017-06-30.

New Purchase: iShares Core MSCI EAFE ( IEFA )

Pinnacle Family Advisors, LLC initiated holdings in iShares Core MSCI EAFE. The purchase prices were between $57.34 and $62.76, with an estimated average price of $60.33. The stock is now traded at around $62.24. The impact to the portfolio due to this purchase was 4.63%. The holdings were 113,795 shares as of 2017-06-30.

New Purchase: SPDR S&P 500 (SPY)

Pinnacle Family Advisors, LLC initiated holdings in SPDR S&P 500. The purchase prices were between $232.51 and $244.66, with an estimated average price of $239.5. The stock is now traded at around $246.54. The impact to the portfolio due to this purchase was 4.11%. The holdings were 25,419 shares as of 2017-06-30.

New Purchase: iShares Core MSCI Emerging Markets (IEMG)

Pinnacle Family Advisors, LLC initiated holdings in iShares Core MSCI Emerging Markets. The purchase prices were between $47.23 and $50.78, with an estimated average price of $49.33. The stock is now traded at around $54.09. The impact to the portfolio due to this purchase was 4.09%. The holdings were 122,354 shares as of 2017-06-30.

New Purchase: iShares S&P 500 Growth (IVW)

Pinnacle Family Advisors, LLC initiated holdings in iShares S&P 500 Growth. The purchase prices were between $130.04 and $139.62, with an estimated average price of $135.51. The stock is now traded at around $142.01. The impact to the portfolio due to this purchase was 4.07%. The holdings were 44,517 shares as of 2017-06-30.

New Purchase: Vanguard Growth (VUG)

Pinnacle Family Advisors, LLC initiated holdings in Vanguard Growth. The purchase prices were between $120.3 and $129.67, with an estimated average price of $125.56. The stock is now traded at around $131.77. The impact to the portfolio due to this purchase was 4.04%. The holdings were 47,515 shares as of 2017-06-30.

Added: PowerShares QQQ Trust Series 1 ( QQQ )

Pinnacle Family Advisors, LLC added to the holdings in PowerShares QQQ Trust Series 1 by 2287.38%. The purchase prices were between $130.4 and $143.57, with an estimated average price of $137.37. The stock is now traded at around $144.21. The impact to the portfolio due to this purchase was 8.58%. The holdings were 97,214 shares as of 2017-06-30.

Added: First Trust Enhanced Short Maturity ETF ( FTSM )

Pinnacle Family Advisors, LLC added to the holdings in First Trust Enhanced Short Maturity ETF by 129.08%. The purchase prices were between $59.95 and $60.05, with an estimated average price of $59.99. The stock is now traded at around $60.00. The impact to the portfolio due to this purchase was 7.12%. The holdings were 315,200 shares as of 2017-06-30.

Added: First Trust Large Cap Core AlphaDEX Fund (FEX)

Pinnacle Family Advisors, LLC added to the holdings in First Trust Large Cap Core AlphaDEX Fund by 1905.57%. The purchase prices were between $50.74 and $53.83, with an estimated average price of $52.34. The stock is now traded at around $53.58. The impact to the portfolio due to this purchase was 4.39%. The holdings were 130,041 shares as of 2017-06-30.

Added: First Trust Materials AlphaDEX Fund (FXZ)

Pinnacle Family Advisors, LLC added to the holdings in First Trust Materials AlphaDEX Fund by 662.03%. The purchase prices were between $36.96 and $38.92, with an estimated average price of $37.95. The stock is now traded at around $38.93. The impact to the portfolio due to this purchase was 3.88%. The holdings were 173,095 shares as of 2017-06-30.

Added: iShares U.S. Basic Materials (IYM)

Pinnacle Family Advisors, LLC added to the holdings in iShares U.S. Basic Materials by 664.02%. The purchase prices were between $86.82 and $91.54, with an estimated average price of $88.82. The stock is now traded at around $92.27. The impact to the portfolio due to this purchase was 3.82%. The holdings were 73,690 shares as of 2017-06-30.

Added: Reynolds American Inc (RAI)

Pinnacle Family Advisors, LLC added to the holdings in Reynolds American Inc by 30.76%. The purchase prices were between $62.91 and $67.73, with an estimated average price of $65.27. The stock is now traded at around $65.40. The impact to the portfolio due to this purchase was 0.05%. The holdings were 4,531 shares as of 2017-06-30.

Sold Out: Vanguard Small-Cap Value (VBR)

Pinnacle Family Advisors, LLC sold out the holdings in Vanguard Small-Cap Value. The sale prices were between $119.15 and $125.1, with an estimated average price of $122.21.

Sold Out: iShares S&P Mid-Cap 400 Value (IJJ)

Pinnacle Family Advisors, LLC sold out the holdings in iShares S&P Mid-Cap 400 Value. The sale prices were between $144.23 and $151.04, with an estimated average price of $147.72.

Sold Out: iShares S&P Small-Cap 600 Growth ETF (IJT)

Pinnacle Family Advisors, LLC sold out the holdings in iShares S&P Small-Cap 600 Growth ETF. The sale prices were between $148.03 and $158.16, with an estimated average price of $153.7.

Sold Out: iShares Russell 2000 (IWM)

Pinnacle Family Advisors, LLC sold out the holdings in iShares Russell 2000. The sale prices were between $133.72 and $142.1, with an estimated average price of $138.33.

Sold Out: iShares Floating Rate Bond (FLOT)

Pinnacle Family Advisors, LLC sold out the holdings in iShares Floating Rate Bond. The sale prices were between $50.76 and $50.92, with an estimated average price of $50.85.

Sold Out: Schwab U.S. Mid Cap (SCHM)

Pinnacle Family Advisors, LLC sold out the holdings in Schwab U.S. Mid Cap. The sale prices were between $46.5 and $48.6, with an estimated average price of $47.65.



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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.





This article appears in: Investing , Stocks
Referenced Symbols: FTSM , QQQ , DIA , IVV , IEFA



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