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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

GSWM

Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinnacle Wealth Planning Services's DSU Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its BlackRock Debt Strategies Fund (DSU) stake by 1.8% in Q2 2026, buying an estimated $6.2K and bringing the position to 35,978 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #318.

Pinnacle Wealth Planning Services first reported a position in DSU in Q4 2017 and has held it in 8 quarters since. 102 funds tracked by Wall St. Rank hold DSU as of Q2 2026.

Pinnacle Wealth Planning Services held 35,978 shares of BlackRock Debt Strategies Fund worth $349K as of Q2 2026.
Pinnacle Wealth Planning Services bought 633 BlackRock Debt Strategies Fund shares in Q2 2026, an estimated $6.2K.
BlackRock Debt Strategies Fund made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #318 holding.
Pinnacle Wealth Planning Services first reported a position in BlackRock Debt Strategies Fund in Q4 2017 and has held it in 8 quarters since.
102 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.