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 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Pinnacle Wealth Planning Services's YJUN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its FT Vest International Equity Buffer ETF June (YJUN) stake by 11% in Q2 2026, selling an estimated $26.6K and leaving 7,950 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #495.

Pinnacle Wealth Planning Services first reported a position in YJUN in Q4 2023 and has held it in 5 quarters since. The position peaked at $242K in Q3 2024. 69 funds tracked by Wall St. Rank hold YJUN as of Q2 2026.

Pinnacle Wealth Planning Services held 7,950 shares of FT Vest International Equity Buffer ETF June worth $213K as of Q2 2026.
Pinnacle Wealth Planning Services sold 1,000 FT Vest International Equity Buffer ETF June shares in Q2 2026, an estimated $26.6K.
FT Vest International Equity Buffer ETF June made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #495 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 5 quarters since.
Pinnacle Wealth Planning Services's FT Vest International Equity Buffer ETF June position peaked at $242K in Q3 2024.
69 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF June as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.