WW
DFII

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

Winnow 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 		$284K Buy
+25,544
New +$347K 0.19% 119
2026
Q1 		– Sell
-64
Closed -$1.15K – 594
2025
Q4 		$1.15K Buy
+64
New +$1.31K ﹤0.01% 415

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 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

Winnow Wealth's DFII Position: Q2 2026 in Review

Winnow Wealth opened a new position in FT Vest Bitcoin Strategy & Target Income ETF (DFII) in Q2 2026: 25,544 shares worth $284K. The stake represents 0.19% of the portfolio and ranks #119 among its holdings. This is a return to the name: Winnow Wealth previously reported a position in DFII as recently as Q4 2025.

Winnow Wealth first reported a position in DFII in Q4 2025 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold DFII as of Q2 2026.

  • Winnow Wealth held 25,544 shares of FT Vest Bitcoin Strategy & Target Income ETF worth $284K as of Q2 2026.
  • FT Vest Bitcoin Strategy & Target Income ETF was a new Winnow Wealth position in Q2 2026.
  • FT Vest Bitcoin Strategy & Target Income ETF made up 0.19% of Winnow Wealth's portfolio in Q2 2026, its #119 holding.
  • Winnow Wealth first reported a position in FT Vest Bitcoin Strategy & Target Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy & Target Income ETF as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.