PWPS
ECHO

Pinnacle Wealth Planning Services’s EchoStar ECHO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ECHO Stock Details ECHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.6K Sell
361
-179
-33% -$21.9K ﹤0.01% 1486
2026
Q1 		$63.2K Sell
540
-1,821
-77% -$209K 0.01% 1061
2025
Q4 		$257K Buy
+2,361
New +$192K 0.03% 378

Other funds holding ECHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AC
Attestor Capital Grand Cayman, Cayman Islands $350M AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its EchoStar (ECHO) stake by 33% in Q2 2026, selling an estimated $21.9K and leaving 361 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Pinnacle Wealth Planning Services first reported a position in ECHO in Q4 2025 and has held it in 3 quarters since. The position peaked at $257K in Q4 2025. 320 funds tracked by Wall St. Rank hold ECHO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 361 shares of EchoStar worth $36.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 179 EchoStar shares in Q2 2026, an estimated $21.9K.
  • EchoStar made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1486 holding.
  • Pinnacle Wealth Planning Services first reported a position in EchoStar in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's EchoStar position peaked at $257K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held EchoStar as of Q2 2026.

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