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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
Q1 		$25.8K Hold
664
– – ﹤0.01% 1559
2025
Q4 		$26K Buy
+664
New +$25.6K ﹤0.01% 1592

Other funds holding XJUL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $202M AUM

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

Pinnacle Wealth Planning Services held its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) position steady in Q1 2026 at 664 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Pinnacle Wealth Planning Services first reported a position in XJUL in Q4 2025 and has held it in 2 quarters since. The position peaked at $26K in Q4 2025. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 664 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $25.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its FT Vest US Equity Enhance & Moderate Buffer ETF July share count unchanged in Q1 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1559 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 2 quarters since.
  • Pinnacle Wealth Planning Services's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $26K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2026.

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