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Pinnacle Wealth Planning Services’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SDVD Stock Details SDVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.97K Sell
302
-107
-26% -$2.42K ﹤0.01% 2200
2026
Q1 		$8.88K Sell
409
-61
-13% -$1.37K ﹤0.01% 2053
2025
Q4 		$10.1K Buy
+470
New +$10.1K ﹤0.01% 2007

Other funds holding SDVD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 26% in Q2 2026, selling an estimated $2.42K and leaving 302 shares worth $6.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2200.

Pinnacle Wealth Planning Services first reported a position in SDVD in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.1K in Q4 2025. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 302 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $6.97K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 107 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $2.42K.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2200 holding.
  • Pinnacle Wealth Planning Services first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $10.1K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

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