PWPS
HQL

Pinnacle Wealth Planning Services’s abrdn Life Sciences Investors HQL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio HQL Stock Details HQL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.4K Buy
1,989
+269
+16% +$4.5K ﹤0.01% 1448
2025
Q4 		$28.9K Buy
+1,720
New +$28.9K ﹤0.01% 1540

Other funds holding HQL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its abrdn Life Sciences Investors (HQL) stake by 16% in Q1 2026, buying an estimated $4.5K and bringing the position to 1,989 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Pinnacle Wealth Planning Services first reported a position in HQL in Q4 2025 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold HQL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,989 shares of abrdn Life Sciences Investors worth $32.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 269 abrdn Life Sciences Investors shares in Q1 2026, an estimated $4.5K.
  • abrdn Life Sciences Investors made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1448 holding.
  • Pinnacle Wealth Planning Services first reported a position in abrdn Life Sciences Investors in Q4 2025 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q1 2026.

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