PWPS
TEI

Pinnacle Wealth Planning Services’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio TEI Stock Details TEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.7K Hold
2,779
– – ﹤0.01% 1808
2026
Q1 		$16.7K Sell
2,779
-1,611
-37% -$10.6K ﹤0.01% 1783
2025
Q4 		$28.3K Buy
+4,390
New +$28K ﹤0.01% 1548
2021
Q1 		– Sell
-3,364
Closed -$26K – 1767
2020
Q4 		$26K Buy
+3,364
New +$25.4K 0.01% 1061

Other funds holding TEI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Templeton Emerging Markets Income Fund (TEI) position steady in Q2 2026 at 2,779 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

Pinnacle Wealth Planning Services first reported a position in TEI in Q4 2020 and has held it in 4 quarters since. The position peaked at $28.3K in Q4 2025. 104 funds tracked by Wall St. Rank hold TEI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,779 shares of Templeton Emerging Markets Income Fund worth $18.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Templeton Emerging Markets Income Fund share count unchanged in Q2 2026.
  • Templeton Emerging Markets Income Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1808 holding.
  • Pinnacle Wealth Planning Services first reported a position in Templeton Emerging Markets Income Fund in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Templeton Emerging Markets Income Fund position peaked at $28.3K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q2 2026.

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