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Baker Tilly Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

Baker Tilly Wealth Management’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
Q1 		– Sell
-8,500
Closed -$299K – 476
2023
Q4 		$299K Hold
8,500
– – 0.05% 386
2023
Q3 		$282K Hold
8,500
– – 0.05% 380
2023
Q2 		$284K Buy
+8,500
New +$278K 0.03% 460

Other funds holding XJUN

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Baker Tilly Wealth Management's XJUN Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q1 2024, closing a stake of 8,500 shares — an estimated $299K sold.

Baker Tilly Wealth Management first reported a position in XJUN in Q2 2023 and held it in 3 quarters. The position peaked at $299K in Q4 2023. 65 funds tracked by Wall St. Rank hold XJUN as of Q1 2024.

  • Baker Tilly Wealth Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q1 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 8,500 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q1 2024, an estimated $299K.
  • Baker Tilly Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q2 2023 and held it in 3 quarters.
  • Baker Tilly Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $299K in Q4 2023.
  • 65 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.