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Asset Dedication LLC’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Asset Dedication LLC’s Portfolio GJUN Stock Details GJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-150
Closed -$5.31K – 1126
2024
Q3 		$5.31K Buy
+150
New +$5.18K ﹤0.01% 895

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Mariner
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AI
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Focus Partners Wealth
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Cetera Investment Advisers
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Asset Dedication LLC's GJUN Position: Q4 2024 in Review

Asset Dedication LLC sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q4 2024, closing a stake of 150 shares — an estimated $5.31K sold.

Asset Dedication LLC first reported a position in GJUN in Q3 2024 and held it in 1 quarter. The position peaked at $5.31K in Q3 2024. 112 funds tracked by Wall St. Rank hold GJUN as of Q4 2024.

  • Asset Dedication LLC reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q4 2024 after selling out during the quarter.
  • Asset Dedication LLC sold 150 FT Vest US Equity Moderate Buffer ETF June shares in Q4 2024, an estimated $5.31K.
  • Asset Dedication LLC first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q3 2024 and held it in 1 quarter.
  • Asset Dedication LLC's FT Vest US Equity Moderate Buffer ETF June position peaked at $5.31K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q4 2024.

Based on Asset Dedication LLC's 13F filing for Q4 2024, filed 23 Jan 2025.