PWPS
AWP

Pinnacle Wealth Planning Services’s abrdn Global Premier Properties Fund AWP Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio AWP Stock Details AWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.84K Sell
619
-750
-55% -$8.87K ﹤0.01% 2152
2025
Q4 		$15.8K Buy
+1,369
New +$16K ﹤0.01% 1826
2024
Q1 		– Sell
-3,754
Closed -$43.7K – 510
2023
Q4 		$43.7K Sell
3,754
-75
-2% -$810 0.01% 478
2023
Q3 		$41.8K Sell
3,829
-596
-13% -$7.03K 0.01% 446
2023
Q2 		$52K Sell
4,425
-630
-12% -$7.33K 0.01% 448
2023
Q1 		$62.5K Buy
5,055
+306
+6% +$3.84K 0.01% 457
2022
Q4 		$55.6K Buy
4,749
+427
+10% +$5.15K 0.01% 429
2022
Q3 		$50K Sell
4,322
-28
-0.6% -$411 0.01% 395
2022
Q2 		$64K Sell
4,350
-158
-4% -$2.59K 0.01% 403
2022
Q1 		$87K Sell
4,508
-536
-11% -$10K 0.02% 411
2021
Q4 		$103K Sell
5,044
-187
-4% -$3.61K 0.02% 396
2021
Q3 		$95K Buy
5,231
+151
+3% +$2.98K 0.02% 357
2021
Q2 		$97K Sell
5,080
-745
-13% -$14.2K 0.02% 343
2021
Q1 		$104K Sell
5,825
-1,842
-24% -$30.5K 0.03% 324
2020
Q4 		$121K Sell
7,667
-878
-10% -$13K 0.03% 399
2020
Q3 		$118K Sell
8,545
-476
-5% -$6.83K 0.04% 257
2020
Q2 		$126K Buy
9,021
+1,243
+16% +$16.7K 0.04% 243
2020
Q1 		$98K Buy
7,778
+2,369
+44% +$42.5K 0.05% 214
2019
Q4 		$105K Buy
5,409
+1,692
+46% +$32.4K 0.05% 236
2019
Q3 		$69K Buy
+3,717
New +$68.7K 0.04% 200
2019
Q2 		– Sell
-3,589
Closed -$65K – 177
2019
Q1 		$65K Buy
+3,589
New +$61K 0.04% 162
2018
Q4 		– Sell
-3,661
Closed -$66K – 147
2018
Q3 		$66K Sell
3,661
-1,029
-22% -$19.4K 0.06% 175
2018
Q2 		$90K Sell
4,690
-18
-0.4% -$344 0.09% 178
2018
Q1 		$88K Buy
4,708
+4,048
+613% +$78.6K 0.09% 172
2017
Q4 		$13K Buy
+660
New +$13K 0.03% 147

Other funds holding AWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Pinnacle Wealth Planning Services's AWP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its abrdn Global Premier Properties Fund (AWP) stake by 55% in Q1 2026, selling an estimated $8.87K and leaving 619 shares worth $6.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

Pinnacle Wealth Planning Services first reported a position in AWP in Q4 2017 and has held it in 25 quarters since. The position peaked at $126K in Q2 2020. 80 funds tracked by Wall St. Rank hold AWP as of Q1 2026.

  • Pinnacle Wealth Planning Services held 619 shares of abrdn Global Premier Properties Fund worth $6.84K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 750 abrdn Global Premier Properties Fund shares in Q1 2026, an estimated $8.87K.
  • abrdn Global Premier Properties Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2152 holding.
  • Pinnacle Wealth Planning Services first reported a position in abrdn Global Premier Properties Fund in Q4 2017 and has held it in 25 quarters since.
  • Pinnacle Wealth Planning Services's abrdn Global Premier Properties Fund position peaked at $126K in Q2 2020.
  • 80 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.