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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$900K Hold
2025
Q1
$829K Hold
2024
Q4
$851K Hold
2024
Q3
$839K Sell
2024
Q2
$879K Sell
2024
Q1
$1.47M Buy
2023
Q4
$1.27M Buy
2023
Q3
$510K Buy