Pinnacle Wealth Planning Services, Inc. Closed Holding Positions

Pinnacle Wealth Planning Services, Inc.

  • $748 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ZEN
Zendesk, Inc.

Technology
Q1 2021 Filed on Apr 29, 2021
719
$125.49 - $158.0 $90.2K - $114K
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
600
$35.69 - $52.72 $21.4K - $31.6K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
731
$148.16 - $159.71 $108K - $117K
Zogenix Inc Com New
Q1 2021 Filed on Apr 29, 2021
27
N/A
ZS
Zscaler, Inc.

Technology
Q1 2021 Filed on Apr 29, 2021
13
$165.75 - $226.48 $2.15K - $2.94K
ZTO
Zto Express (Cayman) Inc.

Industrials
Q1 2021 Filed on Apr 29, 2021
630
$27.43 - $38.48 $17.3K - $24.2K
ZUMZ
Zumiez Inc

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
52
$35.7 - $48.66 $1.86K - $2.53K
Zynga Inc
Q1 2021 Filed on Apr 29, 2021
165
N/A
Advanced Micro Devices Inc Jan 21 2022 Call
Q1 2021 Filed on Apr 29, 2021
200
N/A
Advanced Micro Devices Inc Jan 21 2022 Put
Q1 2021 Filed on Apr 29, 2021
200
N/A
UNG
United States Natural Gas Fund, LP

ETFs
Q4 2020 Filed on Feb 12, 2021
12,740
$8.48 - $12.76 $108K - $163K
Seattle Genetics Inc
Q3 2020 Filed on Nov 03, 2020
1,226
N/A
Encana Corp Com
Q1 2020 Filed on May 11, 2020
39,052
N/A
United Technologies Corp Com
Q1 2020 Filed on May 11, 2020
1,954
N/A
Raytheon CO Com New
Q1 2020 Filed on May 11, 2020
1,509
N/A
Aon Corp
Q1 2020 Filed on May 11, 2020
988
N/A
UNCRY
Unicredit Spa Adr New 2017 (It

Financial Services
Q3 2019 Filed on Oct 31, 2019
50,866
$5.75 - $6.27 $292K - $319K
KDDIY
Kddi Corporation Unsponsored A

Communication Services
Q3 2019 Filed on Oct 31, 2019
22,029
$12.92 - $13.66 $285K - $301K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
Q3 2019 Filed on Oct 31, 2019
10,115
$10.33 - $10.84 $104K - $110K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
Q2 2019 Filed on Aug 06, 2019
10,077
$4.85 - $5.13 $48.9K - $51.7K
Spdr High Yield Bond ETF
Q2 2019 Filed on Aug 06, 2019
33,490
N/A
Red Hat! Inc.
Q2 2019 Filed on Aug 06, 2019
1,314
N/A
HL
Hecla Mining CO

Basic Materials
Q2 2019 Filed on Aug 06, 2019
10,477
$1.26 - $2.45 $13.2K - $25.7K
Celgene Corp
Q1 2019 Filed on May 08, 2019
3,334
N/A
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q1 2019 Filed on May 08, 2019
17,498
N/A
HYLS
First Tr Tactical High Yield L

ETFs
Q1 2019 Filed on May 08, 2019
14,348
$44.96 - $48.02 $645K - $689K
FTSL
First Trust Senior Ln Fund

ETFs
Q1 2019 Filed on May 08, 2019
14,084
$45.5 - $47.68 $641K - $672K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q1 2019 Filed on May 08, 2019
5,227
N/A
USA
Liberty All Star Equity Fund

Financial Services
Q4 2018 Filed on Mar 01, 2019
13,152
$4.95 - $6.83 $65.1K - $89.8K
Suntrust Banks Inc
Q4 2018 Filed on Mar 01, 2019
3,257
N/A
Micro Focus International PLC Spon Adr New
Q4 2018 Filed on Mar 01, 2019
13,495
N/A
Liberty Interactive Corp Qvc Gp Com Ser A
Q1 2018 Filed on Feb 28, 2019
3,683
N/A
EEMV
Ishares Msci Emerging Markets

ETFs
Q2 2018 Filed on Feb 28, 2019
3,968
$57.03 - $63.04 $226K - $250K
Cnooc LTD Sponsored Adr
Q1 2018 Filed on Feb 28, 2019
441
N/A
Alpine Global Premier Pptys Fd Com Sbi
Q1 2018 Filed on Feb 28, 2019
1,981
N/A
Alpine Total Dynamic Divid Fd Com Sh Ben Int N
Q1 2018 Filed on Feb 28, 2019
4,964
N/A
Powershares Emerging Markets Sovereign Debt Portfolio
Q1 2018 Filed on Feb 28, 2019
41,130
N/A
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