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Capital Asset Advisory Services’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

Capital Asset Advisory Services’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
Q4 		– Sell
-10,799
Closed -$459K – 314
2024
Q3 		$459K Hold
10,799
– – 0.02% 193
2024
Q2 		$447K Buy
+10,799
New +$435K 0.02% 189

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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
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
HAM
Hickory Asset Management Concord, Ohio $121M AUM
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM

Capital Asset Advisory Services's DJUN Position: Q4 2024 in Review

Capital Asset Advisory Services sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q4 2024, closing a stake of 10,799 shares — an estimated $459K sold.

Capital Asset Advisory Services first reported a position in DJUN in Q2 2024 and held it in 2 quarters. The position peaked at $459K in Q3 2024. 101 funds tracked by Wall St. Rank hold DJUN as of Q4 2024.

  • Capital Asset Advisory Services reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q4 2024 after selling out during the quarter.
  • Capital Asset Advisory Services sold 10,799 FT Vest US Equity Deep Buffer ETF June shares in Q4 2024, an estimated $459K.
  • Capital Asset Advisory Services first reported a position in FT Vest US Equity Deep Buffer ETF June in Q2 2024 and held it in 2 quarters.
  • Capital Asset Advisory Services's FT Vest US Equity Deep Buffer ETF June position peaked at $459K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q4 2024.

Based on Capital Asset Advisory Services's 13F filing for Q4 2024, filed 22 Jan 2025.