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Pinnacle Private Wealth’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Pinnacle Private Wealth’s Portfolio DDEC Stock Details DDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$454K Hold
15,161
– – 0.18% 134
2022
Q1 		$490K Buy
+15,161
New +$486K 0.15% 154

Other funds holding DDEC

CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Pinnacle Private Wealth's DDEC Position: Q2 2022 in Review

Pinnacle Private Wealth held its FT Vest US Equity Deep Buffer ETF December (DDEC) position steady in Q2 2022 at 15,161 shares worth $454K. The position accounts for 0.18% of the portfolio, ranked #134.

Pinnacle Private Wealth first reported a position in DDEC in Q1 2022 and has held it in 2 quarters since. The position peaked at $490K in Q1 2022. 49 funds tracked by Wall St. Rank hold DDEC as of Q2 2022.

  • Pinnacle Private Wealth held 15,161 shares of FT Vest US Equity Deep Buffer ETF December worth $454K as of Q2 2022.
  • Pinnacle Private Wealth left its FT Vest US Equity Deep Buffer ETF December share count unchanged in Q2 2022.
  • FT Vest US Equity Deep Buffer ETF December made up 0.18% of Pinnacle Private Wealth's portfolio in Q2 2022, its #134 holding.
  • Pinnacle Private Wealth first reported a position in FT Vest US Equity Deep Buffer ETF December in Q1 2022 and has held it in 2 quarters since.
  • Pinnacle Private Wealth's FT Vest US Equity Deep Buffer ETF December position peaked at $490K in Q1 2022.
  • 49 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.