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 Q3	$325K	Buy	36,117 +139	+0.4%	+$1.31K	0.03%	329
2026 Q2	$349K	Buy	35,978 +633	+2%	+$6.2K	0.03%	318
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

GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Pinnacle Wealth Planning Services's DSU Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its BlackRock Debt Strategies Fund (DSU) stake by 0.39% in Q3 2026, buying an estimated $1.31K and bringing the position to 36,117 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #329.

Pinnacle Wealth Planning Services first reported a position in DSU in Q4 2017 and has held it in 9 quarters since. The position peaked at $349K in Q2 2026. 32 funds tracked by Wall St. Rank hold DSU as of Q3 2026.

Pinnacle Wealth Planning Services held 36,117 shares of BlackRock Debt Strategies Fund worth $325K as of Q3 2026.
Pinnacle Wealth Planning Services bought 139 BlackRock Debt Strategies Fund shares in Q3 2026, an estimated $1.31K.
BlackRock Debt Strategies Fund made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #329 holding.
Pinnacle Wealth Planning Services first reported a position in BlackRock Debt Strategies Fund in Q4 2017 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's BlackRock Debt Strategies Fund position peaked at $349K in Q2 2026.
32 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.