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 Q3	$855K	Buy	59,789 +34,245	+134%	+$434K	0.57%	58
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

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

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

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 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

Winnow Wealth's DFII Position: Q3 2026 in Review

Winnow Wealth increased its FT Vest Bitcoin Strategy & Target Income ETF (DFII) stake by 134% in Q3 2026, buying an estimated $434K and bringing the position to 59,789 shares worth $855K. The position accounts for 0.57% of the portfolio, ranked #58.

Winnow Wealth first reported a position in DFII in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold DFII as of Q3 2026.

Winnow Wealth held 59,789 shares of FT Vest Bitcoin Strategy & Target Income ETF worth $855K as of Q3 2026.
Winnow Wealth bought 34,245 FT Vest Bitcoin Strategy & Target Income ETF shares in Q3 2026, an estimated $434K.
FT Vest Bitcoin Strategy & Target Income ETF made up 0.57% of Winnow Wealth's portfolio in Q3 2026, its #58 holding.
Winnow Wealth first reported a position in FT Vest Bitcoin Strategy & Target Income ETF in Q4 2025 and has held it in 3 quarters since.
13 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy & Target Income ETF as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.