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Vertical Cap Income Fund shs ben int shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Vertical Cap Income Fund shs ben int (CCIF) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Vertical Cap Income Fund shs ben int

Tip: Access up to 7 years of quarterly data

All positions including Vertical Cap Income Fund shs ben int held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertical Cap Income Fund shs ben int by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $665 142 4.69

More positions owned by Pinnacle Wealth Planning Services

Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Series Trust State Street Spd (SPSM)
Energy Transfer Com Ut Ltd Ptn (ET)
Spdr Series Trust State Street Spd (SPYV)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPAB)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
Amazon (AMZN)
Ishares Tr Eafe Value Etf (EFV)
Alphabet Cap Stk Cl A (GOOGL)
Ssga Active Tr State Street Dou (EMTL)
Tesla Motors (TSLA)

View all positions for Pinnacle Wealth Planning Services

Top funds holding Vertical Cap Income Fund shs ben int

Cambridge Investment Research Advisors
Brooklyn Capital Management
J.w. Cole Advisors
Hancock Bank Trust Department
Thomas J. Herzfeld Advisors
Almitas Capital
Cetera Investment Advisers
GatePass Capital
Melfa Wealth Management
Jane Street
Cura Wealth Advisors
Kovack Advisors
BlackRock
Pasadena Private Wealth
XTX Topco

View all funds holding Vertical Cap Income Fund shs ben int