PWPS
MMT

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
Q2 		$47.7K Buy
10,833
+4,874
+82% +$22.1K ﹤0.01% 1301
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Aberdeen Multi-Market Income Fund (MMT) stake by 82% in Q2 2026, buying an estimated $22.1K and bringing the position to 10,833 shares worth $47.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Pinnacle Wealth Planning Services first reported a position in MMT in Q4 2017 and has held it in 30 quarters since. The position peaked at $176K in Q3 2021. 137 funds tracked by Wall St. Rank hold MMT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 10,833 shares of Aberdeen Multi-Market Income Fund worth $47.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 4,874 Aberdeen Multi-Market Income Fund shares in Q2 2026, an estimated $22.1K.
  • Aberdeen Multi-Market Income Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1301 holding.
  • Pinnacle Wealth Planning Services first reported a position in Aberdeen Multi-Market Income Fund in Q4 2017 and has held it in 30 quarters since.
  • Pinnacle Wealth Planning Services's Aberdeen Multi-Market Income Fund position peaked at $176K in Q3 2021.
  • 137 funds tracked by Wall St. Rank held Aberdeen Multi-Market Income Fund as of Q2 2026.

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