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

Pinnacle Wealth Planning Services’s Portfolio GJUL Stock Details GJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.3K Hold
228
– – ﹤0.01% 2030
2025
Q4 		$9.42K Buy
+228
New +$9.31K ﹤0.01% 2035

Other funds holding GJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Pinnacle Wealth Planning Services's GJUL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its FT Vest US Equity Moderate Buffer ETF July (GJUL) position steady in Q1 2026 at 228 shares worth $9.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

Pinnacle Wealth Planning Services first reported a position in GJUL in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.42K in Q4 2025. 126 funds tracked by Wall St. Rank hold GJUL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 228 shares of FT Vest US Equity Moderate Buffer ETF July worth $9.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its FT Vest US Equity Moderate Buffer ETF July share count unchanged in Q1 2026.
  • FT Vest US Equity Moderate Buffer ETF July made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2030 holding.
  • Pinnacle Wealth Planning Services first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's FT Vest US Equity Moderate Buffer ETF July position peaked at $9.42K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.