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

Cary Street Partners 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
2024
Q4 		– Sell
-19,429
Closed -$739K – 790
2024
Q3 		$739K Buy
19,429
+1,350
+7% +$50.3K 0.03% 415
2024
Q2 		$666K Hold
18,079
– – 0.03% 408
2024
Q1 		$655K Sell
18,079
-21,686
-55% -$774K 0.03% 399
2023
Q4 		$1.4M Sell
39,765
-78,860
-66% -$2.68M 0.07% 278
2023
Q3 		$3.93M Buy
118,625
+101,080
+576% +$3.39M 0.21% 138
2023
Q2 		$587K Sell
17,545
-17,125
-49% -$561K 0.04% 331
2023
Q1 		$1.11M Sell
34,670
-688
-2% -$21.7K 0.08% 230
2022
Q4 		$1.08M Sell
35,358
-85
-0.2% -$2.57K 0.08% 223
2022
Q3 		$1.03M Buy
35,443
+18,598
+110% +$562K 0.08% 222
2022
Q2 		$497K Buy
+16,845
New +$500K 0.04% 300

Other funds holding XJUN

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
BTWM
Brass Tax Wealth Management Cincinnati, Ohio $602M AUM 12.59% 1-Year Est. Return

Cary Street Partners Investment Advisory's XJUN Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q4 2024, closing a stake of 19,429 shares — an estimated $739K sold.

Cary Street Partners Investment Advisory first reported a position in XJUN in Q2 2022 and held it in 10 quarters. The position peaked at $3.93M in Q3 2023. 80 funds tracked by Wall St. Rank hold XJUN as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 19,429 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q4 2024, an estimated $739K.
  • Cary Street Partners Investment Advisory first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q2 2022 and held it in 10 quarters.
  • Cary Street Partners Investment Advisory's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $3.93M in Q3 2023.
  • 80 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.