PWPS
QMMY

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
Q1 		$770 Sell
31
-54
-64% -$1.35K ﹤0.01% 2589
2025
Q4 		$2.13K Buy
+85
New +$2.1K ﹤0.01% 2464

Other funds holding QMMY

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFW
Avantra Family Wealth Mechanicsburg, Pennsylvania $134M AUM 25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) stake by 64% in Q1 2026, selling an estimated $1.35K and leaving 31 shares worth $770. The position accounts for ﹤0.01% of the portfolio, ranked #2589.

Pinnacle Wealth Planning Services first reported a position in QMMY in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.13K in Q4 2025. 40 funds tracked by Wall St. Rank hold QMMY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 31 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - May worth $770 as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 54 FT Vest Nasdaq-100 Moderate Buffer ETF - May shares in Q1 2026, an estimated $1.35K.
  • FT Vest Nasdaq-100 Moderate Buffer ETF - May made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2589 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 2 quarters since.
  • Pinnacle Wealth Planning Services's FT Vest Nasdaq-100 Moderate Buffer ETF - May position peaked at $2.13K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - May as of Q1 2026.

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