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 Q3	$193K	Hold	4,255	–	–	0.02%	510
2026 Q2	$189K	Hold	4,255	–	–	0.02%	546
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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Legacy Edge Advisors Syosset, New York $1.13B AUM 12.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bullseye Investment Management Cincinnati, Ohio $203M AUM 7.76% 1-Year Est. Return

Secured Retirement Advisors St Louis Park, Minnesota $198M AUM 23.51% 1-Year Est. Return

WealthGarden F.S. El Segundo, California $178M AUM 14.97% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) position steady in Q3 2026 at 4,255 shares worth $193K. The position accounts for 0.02% of the portfolio, ranked #510.

Pinnacle Wealth Planning Services first reported a position in XJUN in Q4 2024 and has held it in 7 quarters since. The position peaked at $237K in Q4 2024. 42 funds tracked by Wall St. Rank hold XJUN as of Q3 2026.

Pinnacle Wealth Planning Services held 4,255 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $193K as of Q3 2026.
Pinnacle Wealth Planning Services left its FT Vest US Equity Enhance & Moderate Buffer ETF June share count unchanged in Q3 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #510 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 7 quarters since.
Pinnacle Wealth Planning Services's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $237K in Q4 2024.
42 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q3 2026.

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