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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
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

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its FT Vest US Equity Deep Buffer ETF June (DJUN) position steady in Q1 2026 at 3,428 shares worth $161K. The position accounts for 0.02% of the portfolio, ranked #558.

Pinnacle Wealth Planning Services first reported a position in DJUN in Q2 2024 and has held it in 8 quarters since. The position peaked at $972K in Q4 2024. 100 funds tracked by Wall St. Rank hold DJUN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,428 shares of FT Vest US Equity Deep Buffer ETF June worth $161K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its FT Vest US Equity Deep Buffer ETF June share count unchanged in Q1 2026.
  • FT Vest US Equity Deep Buffer ETF June made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #558 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 8 quarters since.
  • Pinnacle Wealth Planning Services's FT Vest US Equity Deep Buffer ETF June position peaked at $972K in Q4 2024.
  • 100 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q1 2026.

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