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Pinnacle Wealth Planning Services’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FOCT Stock Details FOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,641
Closed -$408K – 484
2023
Q1 		$408K Hold
11,641
– – 0.07% 208
2022
Q4 		$384K Buy
+11,641
New +$382K 0.07% 209

Other funds holding FOCT

PWM
PRW Wealth Management Quincy, Massachusetts $262M AUM 22.64% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pinnacle Wealth Planning Services's FOCT Position: Q2 2023 in Review

Pinnacle Wealth Planning Services sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q2 2023, closing a stake of 11,641 shares — an estimated $408K sold.

Pinnacle Wealth Planning Services first reported a position in FOCT in Q4 2022 and held it in 2 quarters. The position peaked at $408K in Q1 2023. 82 funds tracked by Wall St. Rank hold FOCT as of Q2 2023.

  • Pinnacle Wealth Planning Services reported no remaining FT Vest US Equity Buffer ETF October position as of Q2 2023 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 11,641 FT Vest US Equity Buffer ETF October shares in Q2 2023, an estimated $408K.
  • Pinnacle Wealth Planning Services first reported a position in FT Vest US Equity Buffer ETF October in Q4 2022 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's FT Vest US Equity Buffer ETF October position peaked at $408K in Q1 2023.
  • 82 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2023.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2023, filed 7 Aug 2023.