B.O.S.S. Retirement Advisors’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

B.O.S.S. Retirement Advisors’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	-24,732	Closed	-$876K	–	235
2024 Q3	$876K	Buy	24,732 +7,328	+42%	+$253K	0.18%	128
2024 Q2	$594K	Buy	+17,404	New	+$585K	0.15%	125
2023 Q4	–	Sell	-22,454	Closed	-$665K	–	253
2023 Q3	$665K	Buy	22,454 +656	+3%	+$19.8K	0.14%	174
2023 Q2	$657K	Buy	+21,798	New	+$650K	0.14%	176

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

B.O.S.S. Retirement Advisors's GJUN Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q4 2024, closing a stake of 24,732 shares — an estimated $876K sold.

B.O.S.S. Retirement Advisors first reported a position in GJUN in Q2 2023 and held it in 4 quarters. The position peaked at $876K in Q3 2024. 112 funds tracked by Wall St. Rank hold GJUN as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 24,732 FT Vest US Equity Moderate Buffer ETF June shares in Q4 2024, an estimated $876K.
B.O.S.S. Retirement Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2023 and held it in 4 quarters.
B.O.S.S. Retirement Advisors's FT Vest US Equity Moderate Buffer ETF June position peaked at $876K 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 B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.