BEI
JUNM

Benjamin Edwards Inc’s FT Vest U.S. Equity Max Buffer ETF - June JUNM Stock Holding History

Benjamin Edwards Inc’s Portfolio JUNM Stock Details JUNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,635
Closed -$50K – 1210
2024
Q2 		$50K Buy
+1,635
New +$49.9K 0.01% 501

Other funds holding JUNM

MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Benjamin Edwards Inc's JUNM Position: Q3 2024 in Review

Benjamin Edwards Inc sold out of FT Vest U.S. Equity Max Buffer ETF - June (JUNM) in Q3 2024, closing a stake of 1,635 shares — an estimated $50K sold.

Benjamin Edwards Inc first reported a position in JUNM in Q2 2024 and held it in 1 quarter. The position peaked at $50K in Q2 2024. 54 funds tracked by Wall St. Rank hold JUNM as of Q3 2024.

  • Benjamin Edwards Inc reported no remaining FT Vest U.S. Equity Max Buffer ETF - June position as of Q3 2024 after selling out during the quarter.
  • Benjamin Edwards Inc sold 1,635 FT Vest U.S. Equity Max Buffer ETF - June shares in Q3 2024, an estimated $50K.
  • Benjamin Edwards Inc first reported a position in FT Vest U.S. Equity Max Buffer ETF - June in Q2 2024 and held it in 1 quarter.
  • Benjamin Edwards Inc's FT Vest U.S. Equity Max Buffer ETF - June position peaked at $50K in Q2 2024.
  • 54 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q3 2024.

Based on Benjamin Edwards Inc's 13F filing for Q3 2024, filed 14 Nov 2024.