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 Q2	$163K	Hold	6,000	–	–	0.02%	620
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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

BWS

BFI Wealth Solutions Dallas, Texas $135M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

Pinnacle Wealth Planning Services held its FT Vest US Small Cap Moderate Buffer ETF November (SNOV) position steady in Q2 2026 at 6,000 shares worth $163K. The position accounts for 0.02% of the portfolio, ranked #620.

Pinnacle Wealth Planning Services first reported a position in SNOV in Q4 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold SNOV as of Q2 2026.

Pinnacle Wealth Planning Services held 6,000 shares of FT Vest US Small Cap Moderate Buffer ETF November worth $163K as of Q2 2026.
Pinnacle Wealth Planning Services left its FT Vest US Small Cap Moderate Buffer ETF November share count unchanged in Q2 2026.
FT Vest US Small Cap Moderate Buffer ETF November made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #620 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 3 quarters since.
55 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF November as of Q2 2026.

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