SW
DFII

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
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

IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

SteelPeak Wealth's DFII Position: Q2 2026 in Review

SteelPeak Wealth increased its FT Vest Bitcoin Strategy & Target Income ETF (DFII) stake by 32% in Q2 2026, buying an estimated $53.1K and bringing the position to 16,275 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

SteelPeak Wealth first reported a position in DFII in Q3 2025 and has held it in 4 quarters since. The position peaked at $409K in Q3 2025. 11 funds tracked by Wall St. Rank hold DFII as of Q2 2026.

  • SteelPeak Wealth held 16,275 shares of FT Vest Bitcoin Strategy & Target Income ETF worth $181K as of Q2 2026.
  • SteelPeak Wealth bought 3,905 FT Vest Bitcoin Strategy & Target Income ETF shares in Q2 2026, an estimated $53.1K.
  • FT Vest Bitcoin Strategy & Target Income ETF made up ﹤0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #609 holding.
  • SteelPeak Wealth first reported a position in FT Vest Bitcoin Strategy & Target Income ETF in Q3 2025 and has held it in 4 quarters since.
  • SteelPeak Wealth's FT Vest Bitcoin Strategy & Target Income ETF position peaked at $409K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy & Target Income ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.