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

Pinnacle Wealth Planning Services’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
2026 Q2	$237K	Hold	5,000	–	–	0.02%	463
2026 Q1	$221K	Buy	+5,000	New	+$225K	0.02%	444

Other funds holding DDEC

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

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

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

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

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 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

KAS

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

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Pinnacle Wealth Planning Services's DDEC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its FT Vest US Equity Deep Buffer ETF December (DDEC) position steady in Q2 2026 at 5,000 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #463.

Pinnacle Wealth Planning Services first reported a position in DDEC in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold DDEC as of Q2 2026.

Pinnacle Wealth Planning Services held 5,000 shares of FT Vest US Equity Deep Buffer ETF December worth $237K as of Q2 2026.
Pinnacle Wealth Planning Services left its FT Vest US Equity Deep Buffer ETF December share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF December made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #463 holding.
Pinnacle Wealth Planning Services first reported a position in FT Vest US Equity Deep Buffer ETF December in Q1 2026 and has held it in 2 quarters since.
127 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.