Pinnacle Wealth Planning Services’s FT Vest US Small Cap Moderate Buffer ETF February SFEB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SFEB Stock Details SFEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,521	Closed	-$59.9K	–	2836
2026 Q1	$59.9K	Hold	2,521	–	–	0.01%	1098
2025 Q4	$59.2K	Buy	+2,521	New	+$58.3K	0.01%	1091

Other funds holding SFEB

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of FT Vest US Small Cap Moderate Buffer ETF February (SFEB) in Q2 2026, closing a stake of 2,521 shares — an estimated $59.9K sold.

Pinnacle Wealth Planning Services first reported a position in SFEB in Q4 2025 and held it in 2 quarters. The position peaked at $59.9K in Q1 2026. 53 funds tracked by Wall St. Rank hold SFEB as of Q2 2026.

Pinnacle Wealth Planning Services reported no remaining FT Vest US Small Cap Moderate Buffer ETF February position as of Q2 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 2,521 FT Vest US Small Cap Moderate Buffer ETF February shares in Q2 2026, an estimated $59.9K.
Pinnacle Wealth Planning Services first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q4 2025 and held it in 2 quarters.
Pinnacle Wealth Planning Services's FT Vest US Small Cap Moderate Buffer ETF February position peaked at $59.9K in Q1 2026.
53 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q2 2026.

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