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Atria Wealth Solutions’s FT Vest International Equity Buffer ETF June YJUN Stock Holding History

Atria Wealth Solutions’s Portfolio YJUN Stock Details YJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-19,200
Closed -$415K – 2103
2024
Q4 		$415K Buy
19,200
+1,684
+10% +$37.3K ﹤0.01% 1371
2024
Q3 		$401K Buy
+17,516
New +$392K ﹤0.01% 1352
2024
Q2 		– Sell
-9,274
Closed -$206K – 2083
2024
Q1 		$206K Buy
+9,274
New +$199K ﹤0.01% 1820

Other funds holding YJUN

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Atria Wealth Solutions's YJUN Position: Q1 2025 in Review

Atria Wealth Solutions sold out of FT Vest International Equity Buffer ETF June (YJUN) in Q1 2025, closing a stake of 19,200 shares — an estimated $415K sold.

Atria Wealth Solutions first reported a position in YJUN in Q1 2024 and held it in 3 quarters. The position peaked at $415K in Q4 2024. 59 funds tracked by Wall St. Rank hold YJUN as of Q1 2025.

  • Atria Wealth Solutions reported no remaining FT Vest International Equity Buffer ETF June position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 19,200 FT Vest International Equity Buffer ETF June shares in Q1 2025, an estimated $415K.
  • Atria Wealth Solutions first reported a position in FT Vest International Equity Buffer ETF June in Q1 2024 and held it in 3 quarters.
  • Atria Wealth Solutions's FT Vest International Equity Buffer ETF June position peaked at $415K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF June as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.