PWM
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Pinnacle Wealth Management’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Pinnacle Wealth Management’s Portfolio DBND Stock Details DBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-177,349
Closed -$8.19M – 42
2023
Q2 		$8.19M Buy
+177,349
New +$8.23M 8.26% 2

Other funds holding DBND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Wealth Management's DBND Position: Q3 2023 in Review

Pinnacle Wealth Management sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q3 2023, closing a stake of 177,349 shares — an estimated $8.19M sold.

Pinnacle Wealth Management first reported a position in DBND in Q2 2023 and held it in 1 quarter. The position peaked at $8.19M in Q2 2023. 43 funds tracked by Wall St. Rank hold DBND as of Q3 2023.

  • Pinnacle Wealth Management reported no remaining DoubleLine Opportunistic Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Pinnacle Wealth Management sold 177,349 DoubleLine Opportunistic Bond ETF shares in Q3 2023, an estimated $8.19M.
  • Pinnacle Wealth Management first reported a position in DoubleLine Opportunistic Bond ETF in Q2 2023 and held it in 1 quarter.
  • Pinnacle Wealth Management's DoubleLine Opportunistic Bond ETF position peaked at $8.19M in Q2 2023.
  • 43 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q3 2023.

Based on Pinnacle Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.