Pinnacle Wealth Planning Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FPE Stock Details FPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.66K	Hold	93	–	–	﹤0.01%	2503
2026 Q1	$1.65K	Hold	93	–	–	﹤0.01%	2480
2025 Q4	$1.69K	Buy	+93	New	+$1.7K	﹤0.01%	2512

Other funds holding FPE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

Pinnacle Wealth Planning Services held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q2 2026 at 93 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #2503.

Pinnacle Wealth Planning Services first reported a position in FPE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.69K in Q4 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Pinnacle Wealth Planning Services held 93 shares of First Trust Preferred Securities and Income ETF worth $1.66K as of Q2 2026.
Pinnacle Wealth Planning Services left its First Trust Preferred Securities and Income ETF share count unchanged in Q2 2026.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2503 holding.
Pinnacle Wealth Planning Services first reported a position in First Trust Preferred Securities and Income ETF in Q4 2025 and has held it in 3 quarters since.
Pinnacle Wealth Planning Services's First Trust Preferred Securities and Income ETF position peaked at $1.69K in Q4 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

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