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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
Q1 		$149K Hold
5,700
– – 0.02% 590
2025
Q4 		$148K Buy
+5,700
New +$146K 0.02% 592

Other funds holding YSEP

SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its FT Vest International Equity Buffer ETF September (YSEP) position steady in Q1 2026 at 5,700 shares worth $149K. The position accounts for 0.02% of the portfolio, ranked #590.

Pinnacle Wealth Planning Services first reported a position in YSEP in Q4 2025 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold YSEP as of Q1 2026.

  • Pinnacle Wealth Planning Services held 5,700 shares of FT Vest International Equity Buffer ETF September worth $149K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its FT Vest International Equity Buffer ETF September share count unchanged in Q1 2026.
  • FT Vest International Equity Buffer ETF September made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #590 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 2 quarters since.
  • 66 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF September as of Q1 2026.

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