Pinnacle Private Wealth’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Pinnacle Private Wealth’s Portfolio FFEB Stock Details FFEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$516K	Hold	15,105	–	–	0.2%	121
2022 Q1	$577K	Buy	+15,105	New	+$570K	0.18%	128

Other funds holding FFEB

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TFS

TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

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

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

Pinnacle Private Wealth held its FT Vest US Equity Buffer ETF February (FFEB) position steady in Q2 2022 at 15,105 shares worth $516K. The position accounts for 0.2% of the portfolio, ranked #121.

Pinnacle Private Wealth first reported a position in FFEB in Q1 2022 and has held it in 2 quarters since. The position peaked at $577K in Q1 2022. 85 funds tracked by Wall St. Rank hold FFEB as of Q2 2022.

Pinnacle Private Wealth held 15,105 shares of FT Vest US Equity Buffer ETF February worth $516K as of Q2 2022.
Pinnacle Private Wealth left its FT Vest US Equity Buffer ETF February share count unchanged in Q2 2022.
FT Vest US Equity Buffer ETF February made up 0.2% of Pinnacle Private Wealth's portfolio in Q2 2022, its #121 holding.
Pinnacle Private Wealth first reported a position in FT Vest US Equity Buffer ETF February in Q1 2022 and has held it in 2 quarters since.
Pinnacle Private Wealth's FT Vest US Equity Buffer ETF February position peaked at $577K in Q1 2022.
85 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q2 2022.

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