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Cape Investment Advisory’s FT Vest International Equity Buffer ETF June YJUN Stock Holding History

Cape Investment Advisory’s Portfolio YJUN Stock Details YJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-200
Closed -$3.95K – 1221
2023
Q3 		$3.95K Hold
200
– – ﹤0.01% 703
2023
Q2 		$4.1K Buy
+200
New +$4.05K ﹤0.01% 682

Other funds holding YJUN

GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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 YJUN Position: Q4 2023 in Review

Cape Investment Advisory sold out of FT Vest International Equity Buffer ETF June (YJUN) in Q4 2023, closing a stake of 200 shares — an estimated $3.95K sold.

Cape Investment Advisory first reported a position in YJUN in Q2 2023 and held it in 2 quarters. The position peaked at $4.1K in Q2 2023. 59 funds tracked by Wall St. Rank hold YJUN as of Q4 2023.

  • Cape Investment Advisory reported no remaining FT Vest International Equity Buffer ETF June position as of Q4 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 200 FT Vest International Equity Buffer ETF June shares in Q4 2023, an estimated $3.95K.
  • Cape Investment Advisory first reported a position in FT Vest International Equity Buffer ETF June in Q2 2023 and held it in 2 quarters.
  • Cape Investment Advisory's FT Vest International Equity Buffer ETF June position peaked at $4.1K in Q2 2023.
  • 59 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF June as of Q4 2023.

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