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

Pinnacle Wealth Planning Services’s Portfolio GAPR Stock Details GAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-117
Closed -$4.74K – 2785
2026
Q1 		$4.74K Hold
117
– – ﹤0.01% 2277
2025
Q4 		$4.68K Buy
+117
New +$4.63K ﹤0.01% 2303

Other funds holding GAPR

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CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of FT Vest US Equity Moderate Buffer ETF April (GAPR) in Q2 2026, closing a stake of 117 shares — an estimated $4.74K sold.

Pinnacle Wealth Planning Services first reported a position in GAPR in Q4 2025 and held it in 2 quarters. The position peaked at $4.74K in Q1 2026. 112 funds tracked by Wall St. Rank hold GAPR as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining FT Vest US Equity Moderate Buffer ETF April position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 117 FT Vest US Equity Moderate Buffer ETF April shares in Q2 2026, an estimated $4.74K.
  • Pinnacle Wealth Planning Services first reported a position in FT Vest US Equity Moderate Buffer ETF April in Q4 2025 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's FT Vest US Equity Moderate Buffer ETF April position peaked at $4.74K in Q1 2026.
  • 112 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF April as of Q2 2026.

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