Pinnacle Wealth Planning Services’s FT Vest International Equity Buffer ETF June YJUN Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio YJUN Stock Details YJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$234K	Buy	8,700 +750	+9%	+$20.4K	0.02%	450
2026 Q2	$213K	Sell	7,950 -1,000	-11%	-$26.6K	0.02%	495
2026 Q1	$230K	Hold	8,950	–	–	0.02%	428
2025 Q4	$230K	Buy	+8,950	New	+$226K	0.02%	422
2024 Q4	–	Sell	-10,564	Closed	-$242K	–	572
2024 Q3	$242K	Buy	+10,564	New	+$236K	0.03%	378
2024 Q1	–	Sell	-9,634	Closed	-$205K	–	536
2023 Q4	$205K	Buy	+9,634	New	+$194K	0.03%	400

Other funds holding YJUN

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

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Grant Street Asset Management Canonsburg, Pennsylvania $614M AUM 9.27% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

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

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its FT Vest International Equity Buffer ETF June (YJUN) stake by 9.4% in Q3 2026, buying an estimated $20.4K and bringing the position to 8,700 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #450.

Pinnacle Wealth Planning Services first reported a position in YJUN in Q4 2023 and has held it in 6 quarters since. The position peaked at $242K in Q3 2024. 34 funds tracked by Wall St. Rank hold YJUN as of Q3 2026.

Pinnacle Wealth Planning Services held 8,700 shares of FT Vest International Equity Buffer ETF June worth $234K as of Q3 2026.
Pinnacle Wealth Planning Services bought 750 FT Vest International Equity Buffer ETF June shares in Q3 2026, an estimated $20.4K.
FT Vest International Equity Buffer ETF June made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #450 holding.
Pinnacle Wealth Planning Services first reported a position in FT Vest International Equity Buffer ETF June in Q4 2023 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's FT Vest International Equity Buffer ETF June position peaked at $242K in Q3 2024.
34 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF June as of Q3 2026.

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