PWPS
SFEB

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
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
BWS
BFI Wealth Solutions Dallas, Texas $104M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its FT Vest US Small Cap Moderate Buffer ETF February (SFEB) position steady in Q1 2026 at 2,521 shares worth $59.9K. The position accounts for 0.01% of the portfolio, ranked #1098.

Pinnacle Wealth Planning Services first reported a position in SFEB in Q4 2025 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold SFEB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,521 shares of FT Vest US Small Cap Moderate Buffer ETF February worth $59.9K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its FT Vest US Small Cap Moderate Buffer ETF February share count unchanged in Q1 2026.
  • FT Vest US Small Cap Moderate Buffer ETF February made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1098 holding.
  • Pinnacle Wealth Planning Services first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q4 2025 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q1 2026.

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