Pinnacle Wealth Planning Services, Inc. Closed Holding Positions

Pinnacle Wealth Planning Services, Inc.

$654 Million
Q1 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
VWAGY Volkswagen A G (Germany, Fr) Consumer Cyclical	Q3 2019 Filed on Oct 31, 2019	22,950	$16.95 - $17.77 $389K - $408K
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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