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

Pinnacle Wealth Planning Services’s Portfolio DFEB Stock Details DFEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$743K	Hold	14,714	–	–	0.07%	160
2026 Q1	$697K	Hold	14,714	–	–	0.07%	152
2025 Q4	$702K	Sell	14,714 -217	-1%	-$10.2K	0.07%	149
2025 Q3	$695K	Hold	14,931	–	–	0.08%	149
2025 Q2	$667K	Sell	14,931 -2,000	-12%	-$85.4K	0.09%	145
2025 Q1	$714K	Buy	+16,931	New	+$727K	0.11%	114
2023 Q2	–	Sell	-10,355	Closed	-$348K	–	470
2023 Q1	$348K	Buy	+10,355	New	+$345K	0.06%	243

Other funds holding DFEB

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

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

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

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

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

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

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

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

KAS

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its FT Vest US Equity Deep Buffer ETF February (DFEB) position steady in Q2 2026 at 14,714 shares worth $743K. The position accounts for 0.07% of the portfolio, ranked #160.

Pinnacle Wealth Planning Services first reported a position in DFEB in Q1 2023 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold DFEB as of Q2 2026.

Pinnacle Wealth Planning Services held 14,714 shares of FT Vest US Equity Deep Buffer ETF February worth $743K as of Q2 2026.
Pinnacle Wealth Planning Services left its FT Vest US Equity Deep Buffer ETF February share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF February made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #160 holding.
Pinnacle Wealth Planning Services first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2023 and has held it in 7 quarters since.
145 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q2 2026.

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