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Cape Investment Advisory’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History

Cape Investment Advisory’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
2023
Q4 		– Sell
-1,200
Closed -$26.2K – 1199
2023
Q3 		$26.2K Hold
1,200
– – 0.01% 399
2023
Q2 		$26.7K Buy
+1,200
New +$25.4K 0.01% 392

Other funds holding QJUN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cape Investment Advisory's QJUN Position: Q4 2023 in Review

Cape Investment Advisory sold out of FT Vest Growth-100 Buffer ETF June (QJUN) in Q4 2023, closing a stake of 1,200 shares — an estimated $26.2K sold.

Cape Investment Advisory first reported a position in QJUN in Q2 2023 and held it in 2 quarters. The position peaked at $26.7K in Q2 2023. 87 funds tracked by Wall St. Rank hold QJUN as of Q4 2023.

  • Cape Investment Advisory reported no remaining FT Vest Growth-100 Buffer ETF June position as of Q4 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 1,200 FT Vest Growth-100 Buffer ETF June shares in Q4 2023, an estimated $26.2K.
  • Cape Investment Advisory first reported a position in FT Vest Growth-100 Buffer ETF June in Q2 2023 and held it in 2 quarters.
  • Cape Investment Advisory's FT Vest Growth-100 Buffer ETF June position peaked at $26.7K in Q2 2023.
  • 87 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q4 2023.

Based on Cape Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.