Cary Street Partners Investment Advisory’s FT Vest International Equity Buffer ETF June YJUN Stock Holding History

Cary Street Partners 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	-3,155	Closed	-$62.3K	–	1814
2023 Q3	$62.3K	Buy	+3,155	New	+$64.1K	﹤0.01%	806

Other funds holding YJUN

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 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 $299M AUM 22.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Cary Street Partners Investment Advisory sold out of FT Vest International Equity Buffer ETF June (YJUN) in Q4 2023, closing a stake of 3,155 shares — an estimated $62.3K sold.

Cary Street Partners Investment Advisory first reported a position in YJUN in Q3 2023 and held it in 1 quarter. The position peaked at $62.3K in Q3 2023. 59 funds tracked by Wall St. Rank hold YJUN as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining FT Vest International Equity Buffer ETF June position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 3,155 FT Vest International Equity Buffer ETF June shares in Q4 2023, an estimated $62.3K.
Cary Street Partners Investment Advisory first reported a position in FT Vest International Equity Buffer ETF June in Q3 2023 and held it in 1 quarter.
Cary Street Partners Investment Advisory's FT Vest International Equity Buffer ETF June position peaked at $62.3K in Q3 2023.
59 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF June as of Q4 2023.

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