PWPS
LEND

Pinnacle Wealth Planning Services’s SEI High Yield Bond & Alternative Credit ETF LEND Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio LEND Stock Details LEND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$342K Buy
+13,570
New +$341K 0.03% 328

Other funds holding LEND

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

Pinnacle Wealth Planning Services opened a new position in SEI High Yield Bond & Alternative Credit ETF (LEND) in Q2 2026: 13,570 shares worth $342K. The stake represents 0.03% of the portfolio and ranks #328 among its holdings.

91 funds tracked by Wall St. Rank hold LEND as of Q2 2026.

  • Pinnacle Wealth Planning Services held 13,570 shares of SEI High Yield Bond & Alternative Credit ETF worth $342K as of Q2 2026.
  • SEI High Yield Bond & Alternative Credit ETF was a new Pinnacle Wealth Planning Services position in Q2 2026.
  • SEI High Yield Bond & Alternative Credit ETF made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #328 holding.
  • 91 funds tracked by Wall St. Rank held SEI High Yield Bond & Alternative Credit ETF as of Q2 2026.

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