Pinnacle Wealth Planning Services’s Highland Global Allocation Fund HGLB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio HGLB Stock Details HGLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.18K	Buy	+520	New	+$4.52K	﹤0.01%	2299

Other funds holding HGLB

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

SFG

Sovereign Financial Group Stamford, Connecticut $576M AUM 23.61% 1-Year Est. Return

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

Pinnacle Wealth Planning Services opened a new position in Highland Global Allocation Fund (HGLB) in Q1 2026: 520 shares worth $4.18K. The stake represents ﹤0.01% of the portfolio and ranks #2299 among its holdings.

38 funds tracked by Wall St. Rank hold HGLB as of Q1 2026.

Pinnacle Wealth Planning Services held 520 shares of Highland Global Allocation Fund worth $4.18K as of Q1 2026.
Highland Global Allocation Fund was a new Pinnacle Wealth Planning Services position in Q1 2026.
Highland Global Allocation Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2299 holding.
38 funds tracked by Wall St. Rank held Highland Global Allocation Fund as of Q1 2026.

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