B. Riley Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

B. Riley Wealth 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	$276K	Sell	7,675 -13,138	-63%	-$472K	0.01%	901
2024 Q3	$734K	Sell	20,813 -300	-1%	-$10.4K	0.02%	598
2024 Q2	$720K	Sell	21,113 -87,184	-81%	-$2.93M	0.02%	659
2024 Q1	$3.21M	Sell	108,297 -10,150	-9%	-$331K	0.09%	225
2023 Q4	$3.77M	Buy	118,447 +10,150	+9%	+$309K	0.1%	215
2023 Q3	$3.21M	Buy	108,297 +30,597	+39%	+$924K	0.09%	225
2023 Q2	$2.34M	Buy	+77,700	New	+$2.32M	0.05%	326

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. Riley Wealth Advisors's GJUN Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 63% in Q4 2024, selling an estimated $472K and leaving 7,675 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #901.

B. Riley Wealth Advisors first reported a position in GJUN in Q2 2023 and has held it in 7 quarters since. The position peaked at $3.77M in Q4 2023. 112 funds tracked by Wall St. Rank hold GJUN as of Q4 2024.

B. Riley Wealth Advisors held 7,675 shares of FT Vest US Equity Moderate Buffer ETF June worth $276K as of Q4 2024.
B. Riley Wealth Advisors sold 13,138 FT Vest US Equity Moderate Buffer ETF June shares in Q4 2024, an estimated $472K.
FT Vest US Equity Moderate Buffer ETF June made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #901 holding.
B. Riley Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2023 and has held it in 7 quarters since.
B. Riley Wealth Advisors's FT Vest US Equity Moderate Buffer ETF June position peaked at $3.77M in Q4 2023.
112 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.