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ACG Wealth’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

ACG Wealth’s Portfolio DJUN Stock Details DJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-700
Closed -$22K – 413
2022
Q2 		$22K Buy
+700
New +$23K ﹤0.01% 554

Other funds holding DJUN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

ACG Wealth's DJUN Position: Q3 2022 in Review

ACG Wealth sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q3 2022, closing a stake of 700 shares — an estimated $22K sold.

ACG Wealth first reported a position in DJUN in Q2 2022 and held it in 1 quarter. The position peaked at $22K in Q2 2022. 44 funds tracked by Wall St. Rank hold DJUN as of Q3 2022.

  • ACG Wealth reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 700 FT Vest US Equity Deep Buffer ETF June shares in Q3 2022, an estimated $22K.
  • ACG Wealth first reported a position in FT Vest US Equity Deep Buffer ETF June in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's FT Vest US Equity Deep Buffer ETF June position peaked at $22K in Q2 2022.
  • 44 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.