PWPS
JUNM

Pinnacle Wealth Planning Services’s FT Vest U.S. Equity Max Buffer ETF - June JUNM Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio JUNM Stock Details JUNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$76.5K Hold
2,181
– – 0.01% 1025
2026
Q1 		$74.8K Hold
2,181
– – 0.01% 974
2025
Q4 		$74.7K Buy
+2,181
New +$74.1K 0.01% 954

Other funds holding JUNM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its FT Vest U.S. Equity Max Buffer ETF - June (JUNM) position steady in Q2 2026 at 2,181 shares worth $76.5K. The position accounts for 0.01% of the portfolio, ranked #1025.

Pinnacle Wealth Planning Services first reported a position in JUNM in Q4 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold JUNM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,181 shares of FT Vest U.S. Equity Max Buffer ETF - June worth $76.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its FT Vest U.S. Equity Max Buffer ETF - June share count unchanged in Q2 2026.
  • FT Vest U.S. Equity Max Buffer ETF - June made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1025 holding.
  • Pinnacle Wealth Planning Services first reported a position in FT Vest U.S. Equity Max Buffer ETF - June in Q4 2025 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q2 2026.

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