Pinnacle Family Advisors, LLC FCUS — TIDAL ETF TR II

Ownership history in Pinnacle Family Advisors, LLC  ·  13 quarters on record

AI Ownership Summary

Pinnacle Family Advisors, LLC reported TIDAL ETF TR II (FCUS) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 10.15% in 2024 Q3. The latest visible filing shows FCUS at 8.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FCUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pinnacle Family Advisors, LLC's position in TIDAL ETF TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FCUS was reported at 8.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.15% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FCUS stock page Pinnacle Family Advisors, LLC fund profile Pinnacle Family Advisors, LLC full holdings
How Pinnacle Family Advisors, LLC held FCUS — position size vs. price
% of Fund (quarterly)    FCUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 494,045 -196,608 -28.5% 8.35% $17.8M 2026-05-15 $43.82
2025 Q4 ADDED — — — 690,653 +37,407 +5.7% 9.54% $21.7M 2026-02-17 $37.95
2025 Q3 REDUCED 6.1% +4.5% ❌ 653,246 -42,350 -6.1% 9.06% $20.8M 2025-11-14 $30.38
2025 Q2 REDUCED — — — 695,596 -26,370 -3.7% 8.67% $17.8M 2025-08-14 $26.37
2025 Q1 ADDED — — — 721,966 +1,511 +0.2% 8.98% $16.5M 2025-05-15 $23.30
2024 Q4 ADDED — — — 720,455 +50,951 +7.6% 10.03% $20.7M 2025-02-14 $32.30
2024 Q3 ADDED — — — 669,504 +35,167 +5.5% 10.15% $19.6M 2024-11-14 $28.74
2024 Q2 ADDED — — — 634,337 +20,768 +3.4% 9.69% $17.5M 2024-08-14 $23.45
2024 Q1 ADDED — — — 613,569 +4,936 +0.8% 9.27% $17.4M 2024-05-15 $25.04
2023 Q4 ADDED — — — 608,633 +33,558 +5.8% 8.69% $14.8M 2024-02-14 $22.67
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FCUS

As of 2026 Q1 — sorted by position size

MAGNOLIA CAPITAL ADVISORS LLC 3Y 1.52% Walker Asset Management, LLC 3Y 0.45% Sigma Planning Corp 3Y 7Y 0.2% Kovack Advisors, Inc. 3Y 7Y 0.06% Farther Finance Advisors, LLC 0.02% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.01% HOLLENCREST CAPITAL MANAGEMENT 3Y 7Y 0.0% LPL Financial LLC 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0%

FAQ About Pinnacle Family Advisors, LLC and FCUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pinnacle Family Advisors, LLC reported owning FCUS?

Pinnacle Family Advisors, LLC reported FCUS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FCUS position in Pinnacle Family Advisors, LLC's portfolio?

The largest reported portfolio weight for FCUS was 10.15% in 2024 Q3.

What is the latest reported FCUS position on this page?

The most recent filing on this page is 2026 Q1, when Pinnacle Family Advisors, LLC reported 494,045 shares, equal to 8.35% of portfolio, with an estimated market value of $17.8M.

What does the chart on this FCUS ownership page compare?

The chart compares Pinnacle Family Advisors, LLC's quarterly FCUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Pinnacle Family Advisors, LLC time their FCUS position?

Based on 13F filing dates vs. subsequent FCUS price moves, Pinnacle Family Advisors, LLC correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on FCUS relative to SPY over the holding period was +9.9%.

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