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

Cary Street Partners 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
2024
Q1 		– Sell
-26,898
Closed -$648K – 713
2023
Q4 		$648K Buy
26,898
+24,398
+976% +$557K 0.03% 380
2023
Q3 		$54.7K Buy
+2,500
New +$55.8K ﹤0.01% 845

Other funds holding QJUN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cary Street Partners Investment Advisory's QJUN Position: Q1 2024 in Review

Cary Street Partners Investment Advisory sold out of FT Vest Growth-100 Buffer ETF June (QJUN) in Q1 2024, closing a stake of 26,898 shares — an estimated $648K sold.

Cary Street Partners Investment Advisory first reported a position in QJUN in Q3 2023 and held it in 2 quarters. The position peaked at $648K in Q4 2023. 82 funds tracked by Wall St. Rank hold QJUN as of Q1 2024.

  • Cary Street Partners Investment Advisory reported no remaining FT Vest Growth-100 Buffer ETF June position as of Q1 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 26,898 FT Vest Growth-100 Buffer ETF June shares in Q1 2024, an estimated $648K.
  • Cary Street Partners Investment Advisory first reported a position in FT Vest Growth-100 Buffer ETF June in Q3 2023 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's FT Vest Growth-100 Buffer ETF June position peaked at $648K in Q4 2023.
  • 82 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q1 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2024, filed 30 Apr 2024.