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  Name: Pinnacle Family Advisors LLC
  City: Springfield
  State: MO
  Zip: 65807
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $187,636,000
  Total Value Change : $17,529,000
  Securities Held Change : 7
   
All Securities Held : 100
  New Positions : 22
  Closed Positions : 15
  Increased Positions : 40
  Unchanged Positions : 2
  Decreased Positions : 36

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Holdings Found : 15     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SPHD)1 Year Chart         SPHD Invesco S&P 500 High Divide... 103 Closed $44.17 $0 0 0% -235,000 -5,549 0    N/A
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 109 Closed $48.60 $0 0 0% -3,993,000 -85,635 0    Closed - End Fund - E...
   (QTEC)1 Year Chart         QTEC First Trust NASDAQ-100-Tech... 115 Closed $186.78 $0 0 0% -530,000 -3,019 0    Closed - End Fund - Debt
   (FTXO)1 Year Chart         FTXO First Trust Nasdaq Bank 102 Closed $26.33 $0 0 0% -225,000 -8,896 0    N/A
   (LGOV)1 Year Chart         LGOV First Trust Long Duration O... 108 Closed $20.53 $0 0 0% -276,000 -12,482 0    N/A
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 114 Closed $86.42 $0 0 0% -4,217,000 -56,158 0    Closed - End Fund - E...
   (SMH)1 Year Chart         SMH Vaneck Vectors Semiconducto... 101 Closed $208.63 $0 0 0% -480,000 -2,743 0    N/A
   (XLB)1 Year Chart         XLB SPDR Materials Select Sector 107 Closed $90.44 $0 0 0% -958,000 -11,197 0    Closed - End Fund - E...
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 113 Closed $110.47 $0 0 0% -582,000 -5,284 0    Closed - End Fund - E...
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 106 Closed $0.00 $0 0 0% -402,000 -4,400 0    Closed - End Fund - E...
   (XLE)1 Year Chart         XLE SPDR Energy Sector 112 Closed $90.94 $0 0 0% -460,000 -5,487 0    Closed - End Fund - E...
   (IGV)1 Year Chart         IGV iShares S&P GSTI Software I... 105 Closed $0.00 $0 0 0% -412,000 -1,015 0    Closed - End Fund - E...
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 111 Closed $81.36 $0 0 0% -422,000 -5,145 0    Closed - End Fund - E...
   (HAL)1 Year Chart         HAL Halliburton Co 104 Closed $35.96 $0 0 0% -373,000 -10,315 0    Oil & Gas Equipment &...
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 110 Closed $460.94 $0 0 0% -433,000 -955 0    Aerospace/Defense - M...
      15 Records Found
  1    
Page 1 of 1
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