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Allianzgi Convertible & Income shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Allianzgi Convertible & Income (NCV) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Allianzgi Convertible & Income

Tip: Access up to 7 years of quarterly data

All positions including Allianzgi Convertible & Income 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 Allianzgi Convertible & Income by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $56k 16k 3.50
2024-06-30 $65k 20k 3.27
2024-03-31 $61k 18k 3.34
2023-12-31 $62k 19k 3.37
2023-09-30 $50k 16k 3.11
2023-06-30 $43k 12k 3.48

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View all positions for Pinnacle Wealth Planning Services

Top funds holding Allianzgi Convertible & Income

Morgan Stanley
Advisors Asset Management
Penserra Capital Management
Congress Park Capital
Bank of America Corporation
WNY Asset Management
Pathstone Holdings
LPL Financial
Envestnet Asset Management
Park Avenue Securities
Cetera Investment Advisers
Invesco
Private Advisor
Raymond James & Associates
Landscape Capital Management

View all funds holding Allianzgi Convertible & Income