Pinnacle Bancorp’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Pinnacle Bancorp’s Portfolio SDVY Stock Details SDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$413K	Hold	10,183	–	–	0.11%	162
2026 Q2	$439K	Hold	10,183	–	–	0.11%	157
2026 Q1	$402K	Buy	10,183 +3,205	+46%	+$130K	0.12%	154
2025 Q4	$267K	Hold	6,978	–	–	0.08%	201
2025 Q3	$265K	Buy	6,978 +2,128	+44%	+$78.9K	0.08%	204
2025 Q2	$171K	Buy	4,850 +595	+14%	+$20K	0.05%	244
2025 Q1	$143K	Hold	4,255	–	–	0.05%	259
2024 Q4	$153K	Buy	4,255 +710	+20%	+$26.6K	0.05%	254
2024 Q3	$129K	Buy	3,545 +887	+33%	+$31K	0.03%	264
2024 Q2	$88.7K	Buy	2,658 +90	+4%	+$3.03K	0.03%	303
2024 Q1	$89.4K	Buy	2,568 +950	+59%	+$31K	0.03%	300
2023 Q4	$53K	Buy	1,618 +300	+23%	+$8.76K	0.02%	375
2023 Q3	$37.2K	Hold	1,318	–	–	0.01%	418
2023 Q2	$37.3K	Hold	1,318	–	–	0.01%	414
2023 Q1	$35.1K	Buy	1,318 +130	+11%	+$3.61K	0.01%	411
2022 Q4	$31K	Hold	1,188	–	–	0.01%	412
2022 Q3	$27K	Buy	1,188 +1,068	+890%	+$27.2K	0.01%	412
2022 Q2	$3K	Hold	120	–	–	﹤0.01%	709
2022 Q1	$3K	Buy	+120	New	+$3.47K	﹤0.01%	712

Other funds holding SDVY

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Pinnacle Bancorp's SDVY Position: Q3 2026 in Review

Pinnacle Bancorp held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q3 2026 at 10,183 shares worth $413K. The position accounts for 0.11% of the portfolio, ranked #162.

Pinnacle Bancorp first reported a position in SDVY in Q1 2022 and has held it in 19 quarters since. The position peaked at $439K in Q2 2026. 149 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Pinnacle Bancorp held 10,183 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $413K as of Q3 2026.
Pinnacle Bancorp left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q3 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.11% of Pinnacle Bancorp's portfolio in Q3 2026, its #162 holding.
Pinnacle Bancorp first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 19 quarters since.
Pinnacle Bancorp's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $439K in Q2 2026.
149 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.