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Pinnacle Wealth Planning Services’s BlackRock Health Sciences Trust II BMEZ Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BMEZ Stock Details BMEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-409
Closed -$6.16K – 2749
2025
Q4 		$6.16K Buy
+409
New +$6.14K ﹤0.01% 2216

Other funds holding BMEZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of BlackRock Health Sciences Trust II (BMEZ) in Q1 2026, closing a stake of 409 shares — an estimated $6.16K sold.

Pinnacle Wealth Planning Services first reported a position in BMEZ in Q4 2025 and held it in 1 quarter. The position peaked at $6.16K in Q4 2025. 88 funds tracked by Wall St. Rank hold BMEZ as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining BlackRock Health Sciences Trust II position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 409 BlackRock Health Sciences Trust II shares in Q1 2026, an estimated $6.16K.
  • Pinnacle Wealth Planning Services first reported a position in BlackRock Health Sciences Trust II in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's BlackRock Health Sciences Trust II position peaked at $6.16K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust II as of Q1 2026.

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