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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$515K Hold
11,428
0.07% 193
2025
Q1
$480K Sell
11,428
-11,027
-49% -$463K 0.07% 172
2024
Q4
$972K Hold
22,455
0.15% 84
2024
Q3
$956K Buy
22,455
+1,827
+9% +$77.8K 0.13% 101
2024
Q2
$843K Buy
+20,628
New +$843K 0.12% 106