Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s abrdn Asia-Pacific Income Fund FAX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FAX Stock Details FAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.6K Buy
1,343
+56
+4% +$805 ﹤0.01% 1838
2026
Q2 		$18.9K Buy
1,287
+228
+22% +$3.35K ﹤0.01% 1803
2026
Q1 		$15.3K Buy
1,059
+864
+443% +$13.4K ﹤0.01% 1821
2025
Q4 		$2.99K Buy
+195
New +$3.01K ﹤0.01% 2402

Other funds holding FAX

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Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Gridiron Partners
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Mezzasalma Advisors
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return
Martin Capital Partners
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its abrdn Asia-Pacific Income Fund (FAX) stake by 4.4% in Q3 2026, buying an estimated $805 and bringing the position to 1,343 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

Pinnacle Wealth Planning Services first reported a position in FAX in Q4 2025 and has held it in 4 quarters since. The position peaked at $18.9K in Q2 2026. 27 funds tracked by Wall St. Rank hold FAX as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,343 shares of abrdn Asia-Pacific Income Fund worth $17.6K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 56 abrdn Asia-Pacific Income Fund shares in Q3 2026, an estimated $805.
  • abrdn Asia-Pacific Income Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1838 holding.
  • Pinnacle Wealth Planning Services first reported a position in abrdn Asia-Pacific Income Fund in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's abrdn Asia-Pacific Income Fund position peaked at $18.9K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held abrdn Asia-Pacific Income Fund as of Q3 2026.

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