B. Riley Wealth Advisors’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History

B. Riley Wealth Advisors’s Portfolio QJUN Stock Details QJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-9,800	Closed	-$214K	–	1560
2024 Q1	$214K	Sell	9,800 -4,600	-32%	-$114K	0.01%	1236
2023 Q4	$347K	Buy	14,400 +4,600	+47%	+$105K	0.01%	986
2023 Q3	$214K	Buy	+9,800	New	+$219K	0.01%	1236
2023 Q2	–	Sell	-12,000	Closed	-$245K	–	1621
2023 Q1	$245K	Hold	12,000	–	–	0.01%	1181
2022 Q4	$212K	Hold	12,000	–	–	0.01%	1223
2022 Q3	$211K	Buy	+12,000	New	+$225K	0.01%	1197

Other funds holding QJUN

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

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

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return

B. Riley Wealth Advisors's QJUN Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of FT Vest Growth-100 Buffer ETF June (QJUN) in Q2 2024, closing a stake of 9,800 shares — an estimated $214K sold.

B. Riley Wealth Advisors first reported a position in QJUN in Q3 2022 and held it in 6 quarters. The position peaked at $347K in Q4 2023. 92 funds tracked by Wall St. Rank hold QJUN as of Q2 2024.

B. Riley Wealth Advisors reported no remaining FT Vest Growth-100 Buffer ETF June position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 9,800 FT Vest Growth-100 Buffer ETF June shares in Q2 2024, an estimated $214K.
B. Riley Wealth Advisors first reported a position in FT Vest Growth-100 Buffer ETF June in Q3 2022 and held it in 6 quarters.
B. Riley Wealth Advisors's FT Vest Growth-100 Buffer ETF June position peaked at $347K in Q4 2023.
92 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.