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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$197K	Buy	3,928 +500	+15%	+$24.9K	0.02%	505
2026 Q2	$169K	Hold	3,428	–	–	0.02%	600
2026 Q1	$161K	Hold	3,428	–	–	0.02%	558
2025 Q4	$162K	Sell	3,428 -8,000	-70%	-$374K	0.02%	549
2025 Q3	$531K	Hold	11,428	–	–	0.06%	200
2025 Q2	$515K	Hold	11,428	–	–	0.07%	193
2025 Q1	$480K	Sell	11,428 -11,027	-49%	-$479K	0.07%	172
2024 Q4	$972K	Hold	22,455	–	–	0.15%	84
2024 Q3	$956K	Buy	22,455 +1,827	+9%	+$75.6K	0.13%	101
2024 Q2	$843K	Buy	+20,628	New	+$831K	0.12%	106

Other funds holding DJUN

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return

Wood Tarver Financial Group Boise, Idaho $468M AUM 17.98% 1-Year Est. Return

Pinnacle Wealth Planning Services's DJUN Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its FT Vest US Equity Deep Buffer ETF June (DJUN) stake by 15% in Q3 2026, buying an estimated $24.9K and bringing the position to 3,928 shares worth $197K. The position accounts for 0.02% of the portfolio, ranked #505.

Pinnacle Wealth Planning Services first reported a position in DJUN in Q2 2024 and has held it in 10 quarters since. The position peaked at $972K in Q4 2024. 101 funds tracked by Wall St. Rank hold DJUN as of Q3 2026.

Pinnacle Wealth Planning Services held 3,928 shares of FT Vest US Equity Deep Buffer ETF June worth $197K as of Q3 2026.
Pinnacle Wealth Planning Services bought 500 FT Vest US Equity Deep Buffer ETF June shares in Q3 2026, an estimated $24.9K.
FT Vest US Equity Deep Buffer ETF June made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #505 holding.
Pinnacle Wealth Planning Services first reported a position in FT Vest US Equity Deep Buffer ETF June in Q2 2024 and has held it in 10 quarters since.
Pinnacle Wealth Planning Services's FT Vest US Equity Deep Buffer ETF June position peaked at $972K in Q4 2024.
101 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.