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

Pinnacle Wealth Planning Services’s Portfolio SNOV Stock Details SNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$149K Hold
6,000
– – 0.02% 591
2025
Q4 		$148K Buy
+6,000
New +$148K 0.02% 591

Other funds holding SNOV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

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

Pinnacle Wealth Planning Services held its FT Vest US Small Cap Moderate Buffer ETF November (SNOV) position steady in Q1 2026 at 6,000 shares worth $149K. The position accounts for 0.02% of the portfolio, ranked #591.

Pinnacle Wealth Planning Services first reported a position in SNOV in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold SNOV as of Q1 2026.

  • Pinnacle Wealth Planning Services held 6,000 shares of FT Vest US Small Cap Moderate Buffer ETF November worth $149K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its FT Vest US Small Cap Moderate Buffer ETF November share count unchanged in Q1 2026.
  • FT Vest US Small Cap Moderate Buffer ETF November made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #591 holding.
  • Pinnacle Wealth Planning Services first reported a position in FT Vest US Small Cap Moderate Buffer ETF November in Q4 2025 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF November as of Q1 2026.

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