PWPS
WIW

Pinnacle Wealth Planning Services’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio WIW Stock Details WIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$77.1K Sell
9,118
-1,832
-17% -$15.8K 0.01% 959
2025
Q4 		$94.1K Sell
10,950
-398
-4% -$3.5K 0.01% 810
2025
Q3 		$101K Sell
11,348
-720
-6% -$6.36K 0.01% 468
2025
Q2 		$106K Sell
12,068
-57
-0.5% -$489 0.01% 439
2025
Q1 		$107K Buy
12,125
+1,768
+17% +$15.2K 0.02% 380
2024
Q4 		$85.7K Buy
+10,357
New +$89.5K 0.01% 376
2024
Q3 		– Sell
-13,566
Closed -$115K – 563
2024
Q2 		$115K Buy
13,566
+180
+1% +$1.54K 0.02% 470
2024
Q1 		$116K Buy
13,386
+290
+2% +$2.49K 0.02% 475
2023
Q4 		$114K Sell
13,096
-35
-0.3% -$295 0.02% 449
2023
Q3 		$108K Buy
13,131
+1,846
+16% +$16.1K 0.02% 414
2023
Q2 		$100K Buy
11,285
+46
+0.4% +$418 0.02% 431
2023
Q1 		$103K Buy
11,239
+683
+6% +$6.36K 0.02% 438
2022
Q4 		$96.4K Buy
+10,556
New +$98.7K 0.02% 402
2021
Q1 		– Sell
-2,555
Closed -$32K – 1948
2020
Q4 		$32K Buy
+2,555
New +$29.9K 0.01% 979

Other funds holding WIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return