Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s International Money Express IMXI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio IMXI Stock Details IMXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-702
Closed -$11.1K – 2794
2026
Q1 		$11.1K Hold
702
– – ﹤0.01% 1956
2025
Q4 		$10.8K Buy
+702
New +$10.5K ﹤0.01% 1979

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Vanguard Capital Management
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Qube Research & Technologies (QRT)
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of International Money Express (IMXI) in Q2 2026, closing a stake of 702 shares — an estimated $11.1K sold.

Pinnacle Wealth Planning Services first reported a position in IMXI in Q4 2025 and held it in 2 quarters. The position peaked at $11.1K in Q1 2026. 158 funds tracked by Wall St. Rank hold IMXI as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining International Money Express position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 702 International Money Express shares in Q2 2026, an estimated $11.1K.
  • Pinnacle Wealth Planning Services first reported a position in International Money Express in Q4 2025 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's International Money Express position peaked at $11.1K in Q1 2026.
  • 158 funds tracked by Wall St. Rank held International Money Express as of Q2 2026.

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