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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Sell
5,620
-354
-6% -$14.5K 0.03% 382
2025
Q1
$230K Sell
5,974
-152
-2% -$5.85K 0.03% 324
2024
Q4
$237K Buy
+6,126
New +$237K 0.04% 317