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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
Q2 		$9.92K Hold
228
– – ﹤0.01% 2068
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 $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM

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

Pinnacle Wealth Planning Services held its FT Vest US Equity Moderate Buffer ETF July (GJUL) position steady in Q2 2026 at 228 shares worth $9.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2068.

Pinnacle Wealth Planning Services first reported a position in GJUL in Q4 2025 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 228 shares of FT Vest US Equity Moderate Buffer ETF July worth $9.92K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its FT Vest US Equity Moderate Buffer ETF July share count unchanged in Q2 2026.
  • FT Vest US Equity Moderate Buffer ETF July made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2068 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 3 quarters since.
  • 126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

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