Pinnacle Wealth Planning Services
QMMY icon

Pinnacle Wealth Planning Services’s FT Vest Nasdaq-100 Moderate Buffer ETF - May QMMY Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio QMMY Stock Details QMMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$821 Hold
31
– – ﹤0.01% 2606
2026
Q1 		$770 Sell
31
-54
-64% -$1.36K ﹤0.01% 2589
2025
Q4 		$2.13K Buy
+85
New +$2.1K ﹤0.01% 2464

Other funds holding QMMY

Sequent Planning
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 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
Prosperity Financial Group
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) position steady in Q2 2026 at 31 shares worth $821. The position accounts for ﹤0.01% of the portfolio, ranked #2606.

Pinnacle Wealth Planning Services first reported a position in QMMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.13K in Q4 2025. 66 funds tracked by Wall St. Rank hold QMMY as of Q2 2026.

  • Pinnacle Wealth Planning Services held 31 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - May worth $821 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its FT Vest Nasdaq-100 Moderate Buffer ETF - May share count unchanged in Q2 2026.
  • FT Vest Nasdaq-100 Moderate Buffer ETF - May made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2606 holding.
  • Pinnacle Wealth Planning Services first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - May in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's FT Vest Nasdaq-100 Moderate Buffer ETF - May position peaked at $2.13K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - May as of Q2 2026.

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