Pinnacle Wealth Planning Services’s BlackRock Debt Strategies Fund DSU Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio DSU Stock Details DSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$339K	Buy	35,345 +27,720	+364%	+$277K	0.04%	299
2025 Q4	$77.6K	Buy	+7,625	New	+$78.4K	0.01%	928
2021 Q1	–	Sell	-6,395	Closed	-$67K	–	791
2020 Q4	$67K	Buy	+6,395	New	+$64.3K	0.02%	652
2020 Q3	–	Sell	-10,047	Closed	-$94K	–	280
2020 Q2	$94K	Buy	+10,047	New	+$93.2K	0.03%	254
2018 Q3	–	Sell	-10,037	Closed	-$112K	–	180
2018 Q2	$112K	Sell	10,037 -1,080	-10%	-$12.3K	0.11%	177
2018 Q1	$130K	Buy	11,117 +9,590	+628%	+$111K	0.13%	170
2017 Q4	$18K	Buy	+1,527	New	+$17.8K	0.04%	146

Other funds holding DSU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its BlackRock Debt Strategies Fund (DSU) stake by 364% in Q1 2026, buying an estimated $277K and bringing the position to 35,345 shares worth $339K. The position accounts for 0.04% of the portfolio, ranked #299.

Pinnacle Wealth Planning Services first reported a position in DSU in Q4 2017 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold DSU as of Q1 2026.

Pinnacle Wealth Planning Services held 35,345 shares of BlackRock Debt Strategies Fund worth $339K as of Q1 2026.
Pinnacle Wealth Planning Services bought 27,720 BlackRock Debt Strategies Fund shares in Q1 2026, an estimated $277K.
BlackRock Debt Strategies Fund made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #299 holding.
Pinnacle Wealth Planning Services first reported a position in BlackRock Debt Strategies Fund in Q4 2017 and has held it in 7 quarters since.
90 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2026.

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