Pinnacle Bancorp’s First Trust Managed Municipal ETF FMB Stock Holding History

Pinnacle Bancorp’s Portfolio FMB Stock Details FMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$660K	Buy	12,852 +500	+4%	+$25.6K	0.17%	108
2026 Q1	$626K	Buy	12,352 +9,000	+268%	+$463K	0.18%	101
2025 Q4	$171K	Buy	3,352 +600	+22%	+$30.7K	0.05%	260
2025 Q3	$140K	Buy	2,752 +200	+8%	+$9.99K	0.04%	281
2025 Q2	$127K	Buy	2,552 +402	+19%	+$20K	0.04%	291
2025 Q1	$108K	Hold	2,150	–	–	0.04%	303
2024 Q4	$110K	Buy	2,150 +1,300	+153%	+$66.9K	0.04%	303
2024 Q3	$44.2K	Hold	850	–	–	0.01%	451
2024 Q2	$44.6K	Buy	+850	New	+$43.4K	0.01%	424
2017 Q1	$22K	Buy	+420	New	+$21.6K	0.02%	400

Other funds holding FMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Pinnacle Bancorp's FMB Position: Q2 2026 in Review

Pinnacle Bancorp increased its First Trust Managed Municipal ETF (FMB) stake by 4% in Q2 2026, buying an estimated $25.6K and bringing the position to 12,852 shares worth $660K. The position accounts for 0.17% of the portfolio, ranked #108.

Pinnacle Bancorp first reported a position in FMB in Q1 2017 and has held it in 10 quarters since. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Pinnacle Bancorp held 12,852 shares of First Trust Managed Municipal ETF worth $660K as of Q2 2026.
Pinnacle Bancorp bought 500 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $25.6K.
First Trust Managed Municipal ETF made up 0.17% of Pinnacle Bancorp's portfolio in Q2 2026, its #108 holding.
Pinnacle Bancorp first reported a position in First Trust Managed Municipal ETF in Q1 2017 and has held it in 10 quarters since.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.