Pinnacle Wealth Planning Services
XJUL icon

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
Q3 		$27.7K Hold
664
– – ﹤0.01% 1625
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

Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Crosspoint Financial
Crosspoint Financial Tustin, California $50.5M AUM 18.09% 1-Year Est. Return
DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return
Griffith & Werner
Griffith & Werner Canton, Georgia $252M AUM 19.3% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Pinnacle Wealth Planning Services's XJUL Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) position steady in Q3 2026 at 664 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Pinnacle Wealth Planning Services first reported a position in XJUL in Q4 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold XJUL as of Q3 2026.

  • Pinnacle Wealth Planning Services held 664 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $27.7K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its FT Vest US Equity Enhance & Moderate Buffer ETF July share count unchanged in Q3 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1625 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 4 quarters since.
  • 26 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.