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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$810K	Sell	16,147 -2,488	-13%	-$123K	0.08%	144
2026 Q1	$871K	Sell	18,635 -1,000	-5%	-$47.6K	0.09%	121
2025 Q4	$934K	Sell	19,635 -627	-3%	-$29.5K	0.1%	107
2025 Q3	$946K	Hold	20,262	–	–	0.11%	106
2025 Q2	$900K	Hold	20,262	–	–	0.12%	101
2025 Q1	$829K	Hold	20,262	–	–	0.12%	94
2024 Q4	$851K	Hold	20,262	–	–	0.13%	94
2024 Q3	$839K	Sell	20,262 -1,835	-8%	-$73.8K	0.11%	116
2024 Q2	$879K	Sell	22,097 -15,800	-42%	-$615K	0.13%	103
2024 Q1	$1.47M	Buy	37,897 +3,000	+9%	+$113K	0.21%	72
2023 Q4	$1.27M	Buy	34,897 +19,872	+132%	+$693K	0.2%	77
2023 Q3	$510K	Buy	+15,025	New	+$522K	0.08%	155

Other funds holding DJUL

OAJ

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 13% in Q2 2026, selling an estimated $123K and leaving 16,147 shares worth $810K. The position accounts for 0.08% of the portfolio, ranked #144.

Pinnacle Wealth Planning Services first reported a position in DJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.47M in Q1 2024. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

Pinnacle Wealth Planning Services held 16,147 shares of FT Vest US Equity Deep Buffer ETF July worth $810K as of Q2 2026.
Pinnacle Wealth Planning Services sold 2,488 FT Vest US Equity Deep Buffer ETF July shares in Q2 2026, an estimated $123K.
FT Vest US Equity Deep Buffer ETF July made up 0.08% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #144 holding.
Pinnacle Wealth Planning Services first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
Pinnacle Wealth Planning Services's FT Vest US Equity Deep Buffer ETF July position peaked at $1.47M in Q1 2024.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

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