Pinnacle Financial Group, LLC / IL
Position in FPEI — First Trust Institutional Preferred Securities and Income ETF
CIK 1905962
Western Springs, IL
All Filings in FPEI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FPEI | $796,936 | 41,944 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 FPEI | $672,600 | 34,688 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 FPEI | $432,771 | 22,377 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 FPEI | $263,790 | 13,891 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 FPEI | $194,517 | 10,402 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||