BBPWM
DJUN icon

Blue Bell Private Wealth Management’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

Blue Bell Private Wealth Management’s Portfolio DJUN Stock Details DJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-539
Closed -$22K – 697
2024
Q2 		$22K Hold
539
– – ﹤0.01% 448
2024
Q1 		$21.6K Hold
539
– – ﹤0.01% 455
2023
Q4 		$20.5K Sell
539
-2,420
-82% -$87.9K ﹤0.01% 428
2023
Q3 		$105K Buy
+2,959
New +$107K 0.03% 194

Other funds holding DJUN

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Blue Bell Private Wealth Management's DJUN Position: Q3 2024 in Review

Blue Bell Private Wealth Management sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q3 2024, closing a stake of 539 shares — an estimated $22K sold.

Blue Bell Private Wealth Management first reported a position in DJUN in Q3 2023 and held it in 4 quarters. The position peaked at $105K in Q3 2023. 98 funds tracked by Wall St. Rank hold DJUN as of Q3 2024.

  • Blue Bell Private Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q3 2024 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 539 FT Vest US Equity Deep Buffer ETF June shares in Q3 2024, an estimated $22K.
  • Blue Bell Private Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF June in Q3 2023 and held it in 4 quarters.
  • Blue Bell Private Wealth Management's FT Vest US Equity Deep Buffer ETF June position peaked at $105K in Q3 2023.
  • 98 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q3 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2024, filed 29 Oct 2024.