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Black Point Wealth Management’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Black Point Wealth Management’s Portfolio FJUN Stock Details FJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,280
Closed -$374K – 23
2024
Q4 		$374K Sell
7,280
-275
-4% -$14.1K 0.43% 31
2024
Q3 		$382K Hold
7,555
– – 0.44% 29
2024
Q2 		$366K Buy
+7,555
New +$358K 0.38% 30

Other funds holding FJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Black Point Wealth Management's FJUN Position: Q1 2025 in Review

Black Point Wealth Management sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q1 2025, closing a stake of 7,280 shares — an estimated $374K sold.

Black Point Wealth Management first reported a position in FJUN in Q2 2024 and held it in 3 quarters. The position peaked at $382K in Q3 2024. 141 funds tracked by Wall St. Rank hold FJUN as of Q1 2025.

  • Black Point Wealth Management reported no remaining FT Vest US Equity Buffer ETF June position as of Q1 2025 after selling out during the quarter.
  • Black Point Wealth Management sold 7,280 FT Vest US Equity Buffer ETF June shares in Q1 2025, an estimated $374K.
  • Black Point Wealth Management first reported a position in FT Vest US Equity Buffer ETF June in Q2 2024 and held it in 3 quarters.
  • Black Point Wealth Management's FT Vest US Equity Buffer ETF June position peaked at $382K in Q3 2024.
  • 141 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2025.

Based on Black Point Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.