PWPS
XJUN icon

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

Pinnacle Wealth Planning Services’s Portfolio XJUN Stock Details XJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$183K Hold
4,255
– – 0.02% 509
2025
Q4 		$183K Buy
+4,255
New +$181K 0.02% 496
2025
Q3 		– Sell
-5,620
Closed -$231K – 514
2025
Q2 		$231K Sell
5,620
-354
-6% -$13.8K 0.03% 382
2025
Q1 		$230K Sell
5,974
-152
-2% -$5.91K 0.03% 324
2024
Q4 		$237K Buy
+6,126
New +$235K 0.04% 317

Other funds holding XJUN

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $951M AUM
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) position steady in Q1 2026 at 4,255 shares worth $183K. The position accounts for 0.02% of the portfolio, ranked #509.

Pinnacle Wealth Planning Services first reported a position in XJUN in Q4 2024 and has held it in 5 quarters since. The position peaked at $237K in Q4 2024. 76 funds tracked by Wall St. Rank hold XJUN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,255 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $183K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its FT Vest US Equity Enhance & Moderate Buffer ETF June share count unchanged in Q1 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #509 holding.
  • Pinnacle Wealth Planning Services first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q4 2024 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $237K in Q4 2024.
  • 76 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2026.

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