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

Pinnacle Wealth Planning Services’s Portfolio GJUN Stock Details GJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,000
Closed -$39.6K – 2788
2025
Q4 		$39.6K Buy
+1,000
New +$39.1K ﹤0.01% 1366

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AI
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FIBOI
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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q1 2026, closing a stake of 1,000 shares — an estimated $39.6K sold.

Pinnacle Wealth Planning Services first reported a position in GJUN in Q4 2025 and held it in 1 quarter. The position peaked at $39.6K in Q4 2025. 118 funds tracked by Wall St. Rank hold GJUN as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,000 FT Vest US Equity Moderate Buffer ETF June shares in Q1 2026, an estimated $39.6K.
  • Pinnacle Wealth Planning Services first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's FT Vest US Equity Moderate Buffer ETF June position peaked at $39.6K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2026.

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