Pinnacle Bancorp’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Pinnacle Bancorp’s Portfolio RDVY Stock Details RDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$593K	Hold	7,316	–	–	0.15%	122
2026 Q1	$500K	Buy	7,316 +2,000	+38%	+$142K	0.15%	124
2025 Q4	$369K	Buy	5,316 +1,040	+24%	+$70.7K	0.11%	153
2025 Q3	$288K	Buy	4,276 +1,350	+46%	+$87.6K	0.09%	184
2025 Q2	$184K	Sell	2,926 -15	-0.5%	-$882	0.06%	239
2025 Q1	$172K	Hold	2,941	–	–	0.06%	242
2024 Q4	$174K	Buy	2,941 +750	+34%	+$45.8K	0.06%	235
2024 Q3	$130K	Buy	2,191 +566	+35%	+$32.2K	0.03%	263
2024 Q2	$89K	Hold	1,625	–	–	0.03%	300
2024 Q1	$91.3K	Buy	1,625 +850	+110%	+$44.6K	0.03%	297
2023 Q4	$40K	Hold	775	–	–	0.01%	417
2023 Q3	$35.6K	Hold	775	–	–	0.01%	425
2023 Q2	$36.5K	Buy	775 +600	+343%	+$27.1K	0.01%	417
2023 Q1	$7.85K	Hold	175	–	–	﹤0.01%	649
2022 Q4	$8K	Hold	175	–	–	﹤0.01%	607
2022 Q3	$7K	Hold	175	–	–	﹤0.01%	602
2022 Q2	$7K	Hold	175	–	–	﹤0.01%	623
2022 Q1	$9K	Hold	175	–	–	﹤0.01%	602
2021 Q4	$9K	Hold	175	–	–	﹤0.01%	609
2021 Q3	$8K	Hold	175	–	–	﹤0.01%	628
2021 Q2	$8K	Buy	+175	New	+$8.38K	﹤0.01%	634

Other funds holding RDVY

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinnacle Bancorp's RDVY Position: Q2 2026 in Review

Pinnacle Bancorp held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 7,316 shares worth $593K. The position accounts for 0.15% of the portfolio, ranked #122.

Pinnacle Bancorp first reported a position in RDVY in Q2 2021 and has held it in 21 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Pinnacle Bancorp held 7,316 shares of First Trust Rising Dividend Achievers ETF worth $593K as of Q2 2026.
Pinnacle Bancorp left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.15% of Pinnacle Bancorp's portfolio in Q2 2026, its #122 holding.
Pinnacle Bancorp first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and has held it in 21 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

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