SteelPeak Wealth’s FT Vest Bitcoin Strategy & Target Income ETF DFII Stock Holding History

SteelPeak Wealth’s Portfolio DFII Stock Details DFII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$243K	Buy	16,971 +696	+4%	+$8.82K	0.01%	616
2026 Q2	$181K	Buy	16,275 +3,905	+32%	+$53.1K	﹤0.01%	609
2026 Q1	$165K	Sell	12,370 -2,930	-19%	-$44.3K	0.01%	544
2025 Q4	$273K	Sell	15,300 -1,678	-10%	-$34.2K	0.01%	451
2025 Q3	$409K	Buy	+16,978	New	+$416K	0.01%	421

Other funds holding DFII

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

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

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

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

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Capital CS Group Irvine, California $135M AUM 16.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Archer Investment Corporation Carmel, Indiana $545M AUM 21.2% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

SteelPeak Wealth's DFII Position: Q3 2026 in Review

SteelPeak Wealth increased its FT Vest Bitcoin Strategy & Target Income ETF (DFII) stake by 4.3% in Q3 2026, buying an estimated $8.82K and bringing the position to 16,971 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #616.

SteelPeak Wealth first reported a position in DFII in Q3 2025 and has held it in 5 quarters since. The position peaked at $409K in Q3 2025. 13 funds tracked by Wall St. Rank hold DFII as of Q3 2026.

SteelPeak Wealth held 16,971 shares of FT Vest Bitcoin Strategy & Target Income ETF worth $243K as of Q3 2026.
SteelPeak Wealth bought 696 FT Vest Bitcoin Strategy & Target Income ETF shares in Q3 2026, an estimated $8.82K.
FT Vest Bitcoin Strategy & Target Income ETF made up 0.01% of SteelPeak Wealth's portfolio in Q3 2026, its #616 holding.
SteelPeak Wealth first reported a position in FT Vest Bitcoin Strategy & Target Income ETF in Q3 2025 and has held it in 5 quarters since.
SteelPeak Wealth's FT Vest Bitcoin Strategy & Target Income ETF position peaked at $409K in Q3 2025.
13 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy & Target Income ETF as of Q3 2026.

Based on SteelPeak Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.