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Pinnacle Wealth Planning Services’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio XJUL Stock Details XJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27K Hold
664
– – ﹤0.01% 1642
2026
Q1 		$25.8K Hold
664
– – ﹤0.01% 1559
2025
Q4 		$26K Buy
+664
New +$25.6K ﹤0.01% 1592

Other funds holding XJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) position steady in Q2 2026 at 664 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

Pinnacle Wealth Planning Services first reported a position in XJUL in Q4 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold XJUL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 664 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $27K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its FT Vest US Equity Enhance & Moderate Buffer ETF July share count unchanged in Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1642 holding.
  • Pinnacle Wealth Planning Services first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q2 2026.

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