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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
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its FT Vest International Equity Buffer ETF June (YJUN) position steady in Q1 2026 at 8,950 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #428.

Pinnacle Wealth Planning Services first reported a position in YJUN in Q4 2023 and has held it in 4 quarters since. The position peaked at $242K in Q3 2024. 68 funds tracked by Wall St. Rank hold YJUN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 8,950 shares of FT Vest International Equity Buffer ETF June worth $230K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its FT Vest International Equity Buffer ETF June share count unchanged in Q1 2026.
  • FT Vest International Equity Buffer ETF June made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #428 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 4 quarters since.
  • Pinnacle Wealth Planning Services's FT Vest International Equity Buffer ETF June position peaked at $242K in Q3 2024.
  • 68 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF June as of Q1 2026.

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