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

Authentikos Wealth Advisory’s Portfolio XJUN Stock Details XJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-160,538
Closed -$4.16M – 158
2024
Q2 		$4.16M Buy
+160,538
New +$5.86M 4.03% 7
2023
Q4 		– Sell
-363
Closed -$12K – 610
2023
Q3 		$12K Sell
363
-21,786
-98% -$731K 0.01% 225
2023
Q2 		$741K Buy
+22,149
New +$725K 0.7% 32

Other funds holding XJUN

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
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
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Authentikos Wealth Advisory's XJUN Position: Q3 2024 in Review

Authentikos Wealth Advisory sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q3 2024, closing a stake of 160,538 shares — an estimated $4.16M sold.

Authentikos Wealth Advisory first reported a position in XJUN in Q2 2023 and held it in 3 quarters. The position peaked at $4.16M in Q2 2024. 69 funds tracked by Wall St. Rank hold XJUN as of Q3 2024.

  • Authentikos Wealth Advisory reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q3 2024 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 160,538 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q3 2024, an estimated $4.16M.
  • Authentikos Wealth Advisory first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q2 2023 and held it in 3 quarters.
  • Authentikos Wealth Advisory's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $4.16M in Q2 2024.
  • 69 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q3 2024.

Based on Authentikos Wealth Advisory's 13F filing for Q3 2024, filed 24 Oct 2024.