Pinnacle Family Advisors, LLC historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Pinnacle Family Advisors, LLC opened 205 positions, added to 369, reduced 356 and sold out of 171.
- Q2 2026: Stock FCUS; Country of operation —; Class PINNACLE FOCUSED; Shares before 494,045.
- Q2 2026: Stock BIL; Country of operation —; Class STATE STREET SPD; Shares before 109,834.
- Q2 2026: Stock SLYV; Country of operation —; Class STATE STREET SPD; Shares before 27,666.
- Q2 2026: Stock SPYM; Country of operation United States; Class STATE STREET SPD; Shares before 29,654.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1679064), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | FCUS
TIDAL TRUST II | | PINNACLE FOCUSED | 494,045 | 0 | -494,045 | $17,760,484 | $0 | -$17,760,484 | 2026-08-14 |
|---|
| Q2 2026 | BIL
SPDR SERIES TRUST | | STATE STREET SPD | 109,834 | 0 | -109,834 | $10,065,188 | $0 | -$10,065,188 | 2026-08-14 |
|---|
| Q2 2026 | SLYV
SPDR SERIES TRUST | | STATE STREET SPD | 27,666 | 0 | -27,666 | $2,616,660 | $0 | -$2,616,660 | 2026-08-14 |
|---|
| Q2 2026 | SPYM
SPDR SERIES TRUST | United States | STATE STREET SPD | 29,654 | 0 | -29,654 | $2,269,715 | $0 | -$2,269,715 | 2026-08-14 |
|---|
| Q2 2026 | SLYG
SPDR SERIES TRUST | | STATE STREET SPD | 20,057 | 0 | -20,057 | $1,937,895 | $0 | -$1,937,895 | 2026-08-14 |
|---|
| Q2 2026 | SPAB
SPDR SERIES TRUST | | STATE STREET SPD | 41,820 | 0 | -41,820 | $1,071,437 | $0 | -$1,071,437 | 2026-08-14 |
|---|
| Q2 2026 | DIREXION SHARES ETF TRUST
CUSIP 25461H572 | | DAILY SEMICONDUC | 26,207 | 0 | -26,207 | $1,044,611 | $0 | -$1,044,611 | 2026-08-14 |
|---|
| Q2 2026 | XLF
SELECT SECTOR SPDR TR | | STATE STREET FIN | 20,707 | 0 | -20,707 | $1,022,303 | $0 | -$1,022,303 | 2026-08-14 |
|---|
| Q2 2026 | SGVT
SCHWAB STRATEGIC TR | | GOVERNMENT MONEY | 7,497 | 0 | -7,497 | $755,098 | $0 | -$755,098 | 2026-08-14 |
|---|
| Q2 2026 | FIIG
FIRST TR EXCHANGE-TRADED FD | | INTERMEDIATE DUR | 30,532 | 0 | -30,532 | $633,539 | $0 | -$633,539 | 2026-08-14 |
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| Q2 2026 | DBMF
LITMAN GREGORY FDS TR | | IMGP DBI MANAGED | 19,519 | 0 | -19,519 | $588,498 | $0 | -$588,498 | 2026-08-14 |
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| Q2 2026 | TOTL
SSGA ACTIVE ETF TR | | STATE STREET DOU | 14,758 | 0 | -14,758 | $586,335 | $0 | -$586,335 | 2026-08-14 |
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| Q2 2026 | DFSD
DIMENSIONAL ETF TRUST | | SHORT DURATION F | 10,021 | 0 | -10,021 | $479,815 | $0 | -$479,815 | 2026-08-14 |
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| Q2 2026 | QUAL
ISHARES TR | | MSCI USA QLT FCT | 2,205 | 0 | -2,205 | $423,034 | $0 | -$423,034 | 2026-08-14 |
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| Q2 2026 | SPDW
SPDR INDEX SHS FDS | | STATE STREET SPD | 9,219 | 0 | -9,219 | $420,860 | $0 | -$420,860 | 2026-08-14 |
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| Q2 2026 | SPEM
SPDR INDEX SHS FDS | | STATE STREET SPD | 8,725 | 0 | -8,725 | $409,271 | $0 | -$409,271 | 2026-08-14 |
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| Q2 2026 | CORO
BLACKROCK ETF TRUST | | ISHARES INTL CTR | 12,181 | 0 | -12,181 | $391,656 | $0 | -$391,656 | 2026-08-14 |
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| Q2 2026 | XLU
SELECT SECTOR SPDR TR | | STATE STREET UTI | 8,394 | 0 | -8,394 | $385,201 | $0 | -$385,201 | 2026-08-14 |
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| Q2 2026 | SQQQ
PROSHARES TR | | ULTRAPRO SHORT | 3,751 | 0 | -3,751 | $301,918 | $0 | -$301,918 | 2026-08-14 |
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| Q2 2026 | MDYG
SPDR SERIES TRUST | | STATE STREET SPD | 3,008 | 0 | -3,008 | $288,635 | $0 | -$288,635 | 2026-08-14 |
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| Q2 2026 | XLE
SELECT SECTOR SPDR TR | | STATE STREET ENE | 4,659 | 0 | -4,659 | $285,423 | $0 | -$285,423 | 2026-08-14 |
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| Q2 2026 | IAGG
ISHARES TR | | CORE INTL AGGR | 5,659 | 0 | -5,659 | $283,176 | $0 | -$283,176 | 2026-08-14 |
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| Q2 2026 | BAI
BLACKROCK ETF TRUST | | ISHARES A I INNO | 8,423 | 0 | -8,423 | $277,538 | $0 | -$277,538 | 2026-08-14 |
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| Q2 2026 | XOP
SPDR SERIES TRUST | | STATE STREET SPD | 1,520 | 0 | -1,520 | $276,382 | $0 | -$276,382 | 2026-08-14 |
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| Q2 2026 | AVEM
AMERICAN CENTY ETF TR | | AVANTIS EMGMKT | 3,397 | 0 | -3,397 | $273,730 | $0 | -$273,730 | 2026-08-14 |
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| Q2 2026 | BINC
BLACKROCK ETF TRUST II | | ISHARES FLEXIBLE | 5,145 | 0 | -5,145 | $267,180 | $0 | -$267,180 | 2026-08-14 |
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| Q2 2026 | DFAC
DIMENSIONAL ETF TRUST | | US CORE EQUITY 2 | 6,659 | 0 | -6,659 | $258,769 | $0 | -$258,769 | 2026-08-14 |
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| Q2 2026 | THRO
BLACKROCK ETF TRUST | | ISHARES US THEMA | 6,822 | 0 | -6,822 | $247,093 | $0 | -$247,093 | 2026-08-14 |
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| Q2 2026 | USMV
ISHARES TR | | MSCI USA MIN VOL | 2,554 | 0 | -2,554 | $236,858 | $0 | -$236,858 | 2026-08-14 |
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| Q2 2026 | FLRN
SPDR SERIES TRUST | | STATE STREET SPD | 7,517 | 0 | -7,517 | $231,373 | $0 | -$231,373 | 2026-08-14 |
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| Q2 2026 | HIBS
DIREXION SHARES ETF TRUST | | DAILY S&P 500 HI | 4,779 | 0 | -4,779 | $225,091 | $0 | -$225,091 | 2026-08-14 |
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| Q2 2026 | QUS
SPDR SERIES TRUST | | STATE STREET SPD | 1,296 | 0 | -1,296 | $222,445 | $0 | -$222,445 | 2026-08-14 |
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