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 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 $2.64B AUM 13.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

Pinnacle Wealth Planning Services's DFEB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its FT Vest US Equity Deep Buffer ETF February (DFEB) position steady in Q1 2026 at 14,714 shares worth $697K. The position accounts for 0.07% of the portfolio, ranked #152.

Pinnacle Wealth Planning Services first reported a position in DFEB in Q1 2023 and has held it in 6 quarters since. The position peaked at $714K in Q1 2025. 144 funds tracked by Wall St. Rank hold DFEB as of Q1 2026.

Pinnacle Wealth Planning Services held 14,714 shares of FT Vest US Equity Deep Buffer ETF February worth $697K as of Q1 2026.
Pinnacle Wealth Planning Services left its FT Vest US Equity Deep Buffer ETF February share count unchanged in Q1 2026.
FT Vest US Equity Deep Buffer ETF February made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #152 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 6 quarters since.
Pinnacle Wealth Planning Services's FT Vest US Equity Deep Buffer ETF February position peaked at $714K in Q1 2025.
144 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.