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 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its FT Vest US Equity Deep Buffer ETF June (DJUN) position steady in Q2 2026 at 3,428 shares worth $169K. The position accounts for 0.02% of the portfolio, ranked #600.

Pinnacle Wealth Planning Services first reported a position in DJUN in Q2 2024 and has held it in 9 quarters since. The position peaked at $972K in Q4 2024. 106 funds tracked by Wall St. Rank hold DJUN as of Q2 2026.

Pinnacle Wealth Planning Services held 3,428 shares of FT Vest US Equity Deep Buffer ETF June worth $169K as of Q2 2026.
Pinnacle Wealth Planning Services left its FT Vest US Equity Deep Buffer ETF June share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF June made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #600 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 9 quarters since.
Pinnacle Wealth Planning Services's FT Vest US Equity Deep Buffer ETF June position peaked at $972K in Q4 2024.
106 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q2 2026.

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