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Pinnacle Wealth Planning Services’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FAPR Stock Details FAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$93 Sell
2
-39
-95% -$1.79K ﹤0.01% 2732
2026
Q1 		$1.84K Hold
41
– – ﹤0.01% 2460
2025
Q4 		$1.82K Buy
+41
New +$1.8K ﹤0.01% 2499

Other funds holding FAPR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its FT Vest US Equity Buffer ETF April (FAPR) stake by 95% in Q2 2026, selling an estimated $1.79K and leaving 2 shares worth $93. The position accounts for ﹤0.01% of the portfolio, ranked #2732.

Pinnacle Wealth Planning Services first reported a position in FAPR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.84K in Q1 2026. 144 funds tracked by Wall St. Rank hold FAPR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2 shares of FT Vest US Equity Buffer ETF April worth $93 as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 39 FT Vest US Equity Buffer ETF April shares in Q2 2026, an estimated $1.79K.
  • FT Vest US Equity Buffer ETF April made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2732 holding.
  • Pinnacle Wealth Planning Services first reported a position in FT Vest US Equity Buffer ETF April in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's FT Vest US Equity Buffer ETF April position peaked at $1.84K in Q1 2026.
  • 144 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q2 2026.

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