PWPS
ISD

Pinnacle Wealth Planning Services’s PGIM High Yield Bond Fund ISD Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ISD Stock Details ISD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-247
Closed -$3.57K – 2804
2025
Q4 		$3.57K Buy
+247
New +$3.57K ﹤0.01% 2357
2021
Q1 		– Sell
-5,950
Closed -$89K – 1136
2020
Q4 		$89K Buy
+5,950
New +$85.5K 0.02% 524

Other funds holding ISD

SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of PGIM High Yield Bond Fund (ISD) in Q1 2026, closing a stake of 247 shares — an estimated $3.57K sold.

Pinnacle Wealth Planning Services first reported a position in ISD in Q4 2020 and held it in 2 quarters. The position peaked at $89K in Q4 2020. 68 funds tracked by Wall St. Rank hold ISD as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining PGIM High Yield Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 247 PGIM High Yield Bond Fund shares in Q1 2026, an estimated $3.57K.
  • Pinnacle Wealth Planning Services first reported a position in PGIM High Yield Bond Fund in Q4 2020 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's PGIM High Yield Bond Fund position peaked at $89K in Q4 2020.
  • 68 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q1 2026.

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