Accurate Wealth Management
DFII icon

Accurate Wealth Management’s FT Vest Bitcoin Strategy & Target Income ETF DFII Stock Holding History

Accurate Wealth Management’s Portfolio DFII Stock Details DFII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$247K Buy
+17,617
New +$223K 0.02% 515

Other funds holding DFII

Winnow Wealth
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Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Accurate Wealth Management's DFII Position: Q3 2026 in Review

Accurate Wealth Management opened a new position in FT Vest Bitcoin Strategy & Target Income ETF (DFII) in Q3 2026: 17,617 shares worth $247K. The stake represents 0.02% of the portfolio and ranks #515 among its holdings.

6 funds tracked by Wall St. Rank hold DFII as of Q3 2026.

  • Accurate Wealth Management held 17,617 shares of FT Vest Bitcoin Strategy & Target Income ETF worth $247K as of Q3 2026.
  • FT Vest Bitcoin Strategy & Target Income ETF was a new Accurate Wealth Management position in Q3 2026.
  • FT Vest Bitcoin Strategy & Target Income ETF made up 0.02% of Accurate Wealth Management's portfolio in Q3 2026, its #515 holding.
  • 6 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy & Target Income ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.