CSPIA
GJUN icon

Cary Street Partners Investment Advisory’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio GJUN Stock Details GJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-750
Closed -$22.2K – 1082
2023
Q3 		$22.2K Buy
+750
New +$22.7K ﹤0.01% 1086

Other funds holding GJUN

SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cary Street Partners Investment Advisory's GJUN Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q4 2023, closing a stake of 750 shares — an estimated $22.2K sold.

Cary Street Partners Investment Advisory first reported a position in GJUN in Q3 2023 and held it in 1 quarter. The position peaked at $22.2K in Q3 2023. 79 funds tracked by Wall St. Rank hold GJUN as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 750 FT Vest US Equity Moderate Buffer ETF June shares in Q4 2023, an estimated $22.2K.
  • Cary Street Partners Investment Advisory first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's FT Vest US Equity Moderate Buffer ETF June position peaked at $22.2K in Q3 2023.
  • 79 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.