Walker Asset Management’s Pinnacle Focused Opportunities ETF FCUS Stock Holding History

Walker Asset Management’s Portfolio FCUS Stock Details FCUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.79M	Buy	39,942 +16,662	+72%	+$708K	0.9%	20
2026 Q1	$837K	Hold	23,280	–	–	0.45%	44
2025 Q4	$731K	Hold	23,280	–	–	0.39%	47
2025 Q3	$740K	Hold	23,280	–	–	0.41%	44
2025 Q2	$600K	Hold	23,280	–	–	0.35%	45
2025 Q1	$533K	Buy	23,280 +5,620	+32%	+$160K	0.32%	50
2024 Q4	$508K	Buy	17,660 +3,660	+26%	+$116K	0.31%	52
2024 Q3	$410K	Hold	14,000	–	–	0.25%	68
2024 Q2	$387K	Hold	14,000	–	–	0.26%	69
2024 Q1	$397K	Buy	14,000 +2,000	+17%	+$51.8K	0.26%	69
2023 Q4	$292K	Hold	12,000	–	–	0.21%	94
2023 Q3	$258K	Hold	12,000	–	–	0.23%	71
2023 Q2	$262K	Hold	12,000	–	–	0.22%	71
2023 Q1	$257K	Buy	+12,000	New	+$253K	0.22%	73

Other funds holding FCUS

PFA

Pinnacle Family Advisors Springfield, Missouri $238M AUM 28.94% 1-Year Est. Return

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

MCA

Magnolia Capital Advisors Jackson, Mississippi $583M AUM 25.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Walker Asset Management's FCUS Position: Q2 2026 in Review

Walker Asset Management increased its Pinnacle Focused Opportunities ETF (FCUS) stake by 72% in Q2 2026, buying an estimated $708K and bringing the position to 39,942 shares worth $1.79M. The position accounts for 0.9% of the portfolio, ranked #20.

Walker Asset Management first reported a position in FCUS in Q1 2023 and has held it in 14 quarters since. 20 funds tracked by Wall St. Rank hold FCUS as of Q2 2026.

Walker Asset Management held 39,942 shares of Pinnacle Focused Opportunities ETF worth $1.79M as of Q2 2026.
Walker Asset Management bought 16,662 Pinnacle Focused Opportunities ETF shares in Q2 2026, an estimated $708K.
Pinnacle Focused Opportunities ETF made up 0.9% of Walker Asset Management's portfolio in Q2 2026, its #20 holding.
Walker Asset Management first reported a position in Pinnacle Focused Opportunities ETF in Q1 2023 and has held it in 14 quarters since.
20 funds tracked by Wall St. Rank held Pinnacle Focused Opportunities ETF as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.