PWPS
FJUN icon

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

Pinnacle Wealth Planning Services’s Portfolio FJUN Stock Details FJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$73.2K Hold
1,221
– – 0.01% 1050
2026
Q1 		$69K Hold
1,221
– – 0.01% 1014
2025
Q4 		$69.7K Buy
+1,221
New +$68.8K 0.01% 991

Other funds holding FJUN

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its FT Vest US Equity Buffer ETF June (FJUN) position steady in Q2 2026 at 1,221 shares worth $73.2K. The position accounts for 0.01% of the portfolio, ranked #1050.

Pinnacle Wealth Planning Services first reported a position in FJUN in Q4 2025 and has held it in 3 quarters since. 157 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,221 shares of FT Vest US Equity Buffer ETF June worth $73.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its FT Vest US Equity Buffer ETF June share count unchanged in Q2 2026.
  • FT Vest US Equity Buffer ETF June made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1050 holding.
  • Pinnacle Wealth Planning Services first reported a position in FT Vest US Equity Buffer ETF June in Q4 2025 and has held it in 3 quarters since.
  • 157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

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