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Avantax Advisory Services’s FT Vest International Equity Buffer ETF June YJUN Stock Holding History

Avantax Advisory Services’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
2024
Q3 		– Sell
-9,675
Closed -$211K – 2211
2024
Q2 		$211K Sell
9,675
-268
-3% -$5.89K ﹤0.01% 1918
2024
Q1 		$220K Sell
9,943
-1,979
-17% -$42.4K ﹤0.01% 1490
2023
Q4 		$253K Buy
11,922
+1,586
+15% +$32K ﹤0.01% 1332
2023
Q3 		$204K Buy
+10,336
New +$210K ﹤0.01% 1423

Other funds holding YJUN

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IF
Integrity Financial Cheyenne, Wyoming $201M AUM 16.41% 1-Year Est. Return

Avantax Advisory Services's YJUN Position: Q3 2024 in Review

Avantax Advisory Services sold out of FT Vest International Equity Buffer ETF June (YJUN) in Q3 2024, closing a stake of 9,675 shares — an estimated $211K sold.

Avantax Advisory Services first reported a position in YJUN in Q3 2023 and held it in 4 quarters. The position peaked at $253K in Q4 2023. 63 funds tracked by Wall St. Rank hold YJUN as of Q3 2024.

  • Avantax Advisory Services reported no remaining FT Vest International Equity Buffer ETF June position as of Q3 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 9,675 FT Vest International Equity Buffer ETF June shares in Q3 2024, an estimated $211K.
  • Avantax Advisory Services first reported a position in FT Vest International Equity Buffer ETF June in Q3 2023 and held it in 4 quarters.
  • Avantax Advisory Services's FT Vest International Equity Buffer ETF June position peaked at $253K in Q4 2023.
  • 63 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF June as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.