Pinnacle Wealth Planning Services
OEF icon

Pinnacle Wealth Planning Services’s iShares S&P 100 ETF OEF Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.3K Sell
43
-1
-2% -$376 ﹤0.01% 1869
2026
Q2 		$15.9K Sell
44
-48
-52% -$17.2K ﹤0.01% 1873
2026
Q1 		$29.1K Hold
92
– – ﹤0.01% 1496
2025
Q4 		$31.4K Buy
+92
New +$31.3K ﹤0.01% 1492

Other funds holding OEF

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
CM Wealth Advisors
CM Wealth Advisors Beachwood, Ohio $603M AUM 18.21% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Pinnacle Wealth Planning Services's OEF Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its iShares S&P 100 ETF (OEF) stake by 2.3% in Q3 2026, selling an estimated $376 and leaving 43 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1869.

Pinnacle Wealth Planning Services first reported a position in OEF in Q4 2025 and has held it in 4 quarters since. The position peaked at $31.4K in Q4 2025. 726 funds tracked by Wall St. Rank hold OEF as of Q3 2026.

  • Pinnacle Wealth Planning Services held 43 shares of iShares S&P 100 ETF worth $16.3K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 1 iShares S&P 100 ETF share in Q3 2026, an estimated $376.
  • iShares S&P 100 ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1869 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares S&P 100 ETF in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's iShares S&P 100 ETF position peaked at $31.4K in Q4 2025.
  • 726 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.