PWPS
DTF

Pinnacle Wealth Planning Services’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio DTF Stock Details DTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.3K Hold
1,250
– – ﹤0.01% 1856
2025
Q4 		$14.3K Buy
+1,250
New +$14.2K ﹤0.01% 1868
2021
Q1 		– Sell
-5,172
Closed -$77K – 794
2020
Q4 		$77K Buy
+5,172
New +$75.4K 0.02% 584

Other funds holding DTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
BHPW
Beverly Hills Private Wealth Beverly Hills, California $600M AUM 21.5% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
AFC
Avise Financial Cooperative Los Angeles, California $121M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its DTF Tax-Free Income 2028 Term Fund (DTF) position steady in Q1 2026 at 1,250 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

Pinnacle Wealth Planning Services first reported a position in DTF in Q4 2020 and has held it in 3 quarters since. The position peaked at $77K in Q4 2020. 31 funds tracked by Wall St. Rank hold DTF as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,250 shares of DTF Tax-Free Income 2028 Term Fund worth $14.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its DTF Tax-Free Income 2028 Term Fund share count unchanged in Q1 2026.
  • DTF Tax-Free Income 2028 Term Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1856 holding.
  • Pinnacle Wealth Planning Services first reported a position in DTF Tax-Free Income 2028 Term Fund in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's DTF Tax-Free Income 2028 Term Fund position peaked at $77K in Q4 2020.
  • 31 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q1 2026.

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