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Pinnacle Wealth Planning Services’s FT Vest Nasdaq-100 Buffer ETF September QSPT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio QSPT Stock Details QSPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-351,900
Closed -$6.78M – 503
2023
Q1 		$6.78M Hold
351,900
– – 1.13% 12
2022
Q4 		$5.86M Buy
+351,900
New +$5.99M 1.04% 15

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KWS
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WEG
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AWM
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TGAM
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SW
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Pinnacle Wealth Planning Services's QSPT Position: Q2 2023 in Review

Pinnacle Wealth Planning Services sold out of FT Vest Nasdaq-100 Buffer ETF September (QSPT) in Q2 2023, closing a stake of 351,900 shares — an estimated $6.78M sold.

Pinnacle Wealth Planning Services first reported a position in QSPT in Q4 2022 and held it in 2 quarters. The position peaked at $6.78M in Q1 2023. 42 funds tracked by Wall St. Rank hold QSPT as of Q2 2023.

  • Pinnacle Wealth Planning Services reported no remaining FT Vest Nasdaq-100 Buffer ETF September position as of Q2 2023 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 351,900 FT Vest Nasdaq-100 Buffer ETF September shares in Q2 2023, an estimated $6.78M.
  • Pinnacle Wealth Planning Services first reported a position in FT Vest Nasdaq-100 Buffer ETF September in Q4 2022 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's FT Vest Nasdaq-100 Buffer ETF September position peaked at $6.78M in Q1 2023.
  • 42 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Buffer ETF September as of Q2 2023.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2023, filed 7 Aug 2023.