Authentikos Wealth Advisory’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Authentikos Wealth Advisory’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	-31,158	Closed	-$1.1M	–	108
2024 Q3	$1.1M	Buy	+31,158	New	+$1.08M	1.06%	26
2023 Q4	–	Sell	-7,538	Closed	-$223K	–	246
2023 Q3	$223K	Sell	7,538 -441	-6%	-$13.3K	0.22%	60
2023 Q2	$240K	Buy	+7,979	New	+$238K	0.23%	58

Other funds holding GJUN

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Authentikos Wealth Advisory's GJUN Position: Q4 2024 in Review

Authentikos Wealth Advisory sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q4 2024, closing a stake of 31,158 shares — an estimated $1.1M sold.

Authentikos Wealth Advisory first reported a position in GJUN in Q2 2023 and held it in 3 quarters. The position peaked at $1.1M in Q3 2024. 112 funds tracked by Wall St. Rank hold GJUN as of Q4 2024.

Authentikos Wealth Advisory reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q4 2024 after selling out during the quarter.
Authentikos Wealth Advisory sold 31,158 FT Vest US Equity Moderate Buffer ETF June shares in Q4 2024, an estimated $1.1M.
Authentikos Wealth Advisory first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2023 and held it in 3 quarters.
Authentikos Wealth Advisory's FT Vest US Equity Moderate Buffer ETF June position peaked at $1.1M 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 Authentikos Wealth Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.