Pinnacle Wealth Management Advisory Group’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.3M Buy
349,706
+3,294
+1% +$91K 0.61% 37
2026
Q1
$8.85M Buy
346,412
+4,206
+1% +$112K 0.6% 35
2025
Q4
$8.98M Buy
342,206
+19,914
+6% +$515K 0.62% 36
2025
Q3
$8.33M Buy
322,292
+4,060
+1% +$102K 0.63% 38
2025
Q2
$7.86M Buy
318,232
+24,020
+8% +$565K 0.65% 38
2025
Q1
$6.98M Buy
294,212
+54,117
+23% +$1.34M 0.65% 35
2024
Q4
$5.82M Buy
240,095
+34,589
+17% +$870K 0.54% 44
2024
Q3
$5.06M Buy
205,506
+4,250
+2% +$102K 0.48% 51
2024
Q2
$4.71M Buy
201,256
+14,908
+8% +$352K 0.49% 48
2024
Q1
$4.56M Buy
186,348
+135,312
+265% +$3.13M 0.49% 50
2023
Q4
$1.18M Buy
51,036
+18,661
+58% +$399K 0.14% 109
2023
Q3
$682K Buy
32,375
+10,525
+48% +$232K 0.09% 143
2023
Q2
$480K Buy
+21,850
New +$466K 0.06% 186

Other funds holding RDVI

Pinnacle Wealth Management Advisory Group's RDVI Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 0.95% in Q2 2026, buying an estimated $91K and bringing the position to 349,706 shares worth $10.3M. The position accounts for 0.61% of the portfolio, ranked #37.

Pinnacle Wealth Management Advisory Group first reported a position in RDVI in Q2 2023 and has held it in 13 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 349,706 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $10.3M as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 3,294 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $91K.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.61% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #37 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.