Pinnacle Wealth Planning Services’s Aberdeen Multi-Market Income Fund MMT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27.5K	Sell	5,959 -1,966	-25%	-$9.16K	﹤0.01%	1528
2025 Q4	$36.9K	Buy	+7,925	New	+$37.3K	﹤0.01%	1397
2024 Q3	–	Sell	-12,778	Closed	-$59.8K	–	547
2024 Q2	$59.8K	Sell	12,778 -51	-0.4%	-$235	0.01%	499
2024 Q1	$59.4K	Sell	12,829 -13	-0.1%	-$60	0.01%	498
2023 Q4	$58.4K	Sell	12,842 -272	-2%	-$1.18K	0.01%	476
2023 Q3	$55.9K	Sell	13,114 -13	-0.1%	-$58	0.01%	439
2023 Q2	$59.2K	Sell	13,127 -1,883	-13%	-$8.54K	0.01%	446
2023 Q1	$68.1K	Sell	15,010 -730	-5%	-$3.38K	0.01%	454
2022 Q4	$71K	Sell	15,740 -6,015	-28%	-$26.4K	0.01%	419
2022 Q3	$92K	Sell	21,755 -66	-0.3%	-$306	0.02%	370
2022 Q2	$100K	Sell	21,821 -4,453	-17%	-$21.5K	0.02%	376
2022 Q1	$140K	Sell	26,274 -465	-2%	-$2.6K	0.03%	389
2021 Q4	$171K	Sell	26,739 -45	-0.2%	-$292	0.03%	378
2021 Q3	$176K	Buy	26,784 +3,768	+16%	+$24K	0.04%	337
2021 Q2	$144K	Sell	23,016 -3	-0%	-$19	0.03%	332
2021 Q1	$149K	Sell	23,019 -67	-0.3%	-$417	0.04%	315
2020 Q4	$141K	Buy	23,086 +889	+4%	+$5.27K	0.03%	360
2020 Q3	$125K	Sell	22,197 -79	-0.4%	-$459	0.04%	255
2020 Q2	$124K	Buy	22,276 +4,696	+27%	+$25.7K	0.04%	245
2020 Q1	$88K	Sell	17,580 -56	-0.3%	-$325	0.04%	218
2019 Q4	$107K	Sell	17,636 -1,299	-7%	-$7.84K	0.05%	235
2019 Q3	$111K	Sell	18,935 -1,622	-8%	-$9.5K	0.06%	197
2019 Q2	$120K	Sell	20,557 -434	-2%	-$2.47K	0.07%	170
2019 Q1	$120K	Buy	20,991 +6,107	+41%	+$33.8K	0.08%	160
2018 Q4	$77K	Sell	14,884 -4,785	-24%	-$25.4K	0.05%	141
2018 Q3	$109K	Sell	19,669 -3,398	-15%	-$19K	0.1%	171
2018 Q2	$130K	Sell	23,067 -28	-0.1%	-$159	0.13%	175
2018 Q1	$134K	Buy	23,095 +19,179	+490%	+$112K	0.14%	169
2017 Q4	$24K	Buy	+3,916	New	+$24K	0.05%	143

Other funds holding MMT

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Aberdeen Multi-Market Income Fund (MMT) stake by 25% in Q1 2026, selling an estimated $9.16K and leaving 5,959 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Pinnacle Wealth Planning Services first reported a position in MMT in Q4 2017 and has held it in 29 quarters since. The position peaked at $176K in Q3 2021. 87 funds tracked by Wall St. Rank hold MMT as of Q1 2026.

Pinnacle Wealth Planning Services held 5,959 shares of Aberdeen Multi-Market Income Fund worth $27.5K as of Q1 2026.
Pinnacle Wealth Planning Services sold 1,966 Aberdeen Multi-Market Income Fund shares in Q1 2026, an estimated $9.16K.
Aberdeen Multi-Market Income Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1528 holding.
Pinnacle Wealth Planning Services first reported a position in Aberdeen Multi-Market Income Fund in Q4 2017 and has held it in 29 quarters since.
Pinnacle Wealth Planning Services's Aberdeen Multi-Market Income Fund position peaked at $176K in Q3 2021.
87 funds tracked by Wall St. Rank held Aberdeen Multi-Market Income Fund as of Q1 2026.

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