Pinnacle Wealth Planning Services’s FT Vest International Equity Buffer ETF September YSEP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$157K	Hold	5,700	–	–	0.02%	637
2026 Q1	$149K	Hold	5,700	–	–	0.02%	590
2025 Q4	$148K	Buy	+5,700	New	+$146K	0.02%	592

Other funds holding YSEP

LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return

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

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

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

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

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 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

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

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its FT Vest International Equity Buffer ETF September (YSEP) position steady in Q2 2026 at 5,700 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #637.

Pinnacle Wealth Planning Services first reported a position in YSEP in Q4 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold YSEP as of Q2 2026.

Pinnacle Wealth Planning Services held 5,700 shares of FT Vest International Equity Buffer ETF September worth $157K as of Q2 2026.
Pinnacle Wealth Planning Services left its FT Vest International Equity Buffer ETF September share count unchanged in Q2 2026.
FT Vest International Equity Buffer ETF September made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #637 holding.
Pinnacle Wealth Planning Services first reported a position in FT Vest International Equity Buffer ETF September in Q4 2025 and has held it in 3 quarters since.
61 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF September as of Q2 2026.

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