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Cape Investment Advisory’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

Cape Investment Advisory’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
2023
Q4 		– Sell
-100
Closed -$3.31K – 1215
2023
Q3 		$3.31K Hold
100
– – ﹤0.01% 728
2023
Q2 		$3.35K Buy
+100
New +$3.27K ﹤0.01% 720

Other funds holding XJUN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 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
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cape Investment Advisory sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q4 2023, closing a stake of 100 shares — an estimated $3.31K sold.

Cape Investment Advisory first reported a position in XJUN in Q2 2023 and held it in 2 quarters. The position peaked at $3.35K in Q2 2023. 76 funds tracked by Wall St. Rank hold XJUN as of Q4 2023.

  • Cape Investment Advisory reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q4 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 100 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q4 2023, an estimated $3.31K.
  • Cape Investment Advisory first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q2 2023 and held it in 2 quarters.
  • Cape Investment Advisory's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $3.35K in Q2 2023.
  • 76 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q4 2023.

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