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Cascadia Advisory Services’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Cascadia Advisory Services’s Portfolio FJUN Stock Details FJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$549K Buy
15,147
+1,224
+9% +$44.8K 0.11% 173
2021
Q2 		$503K Buy
13,923
+993
+8% +$35.1K 0.11% 175
2021
Q1 		$452K Buy
+12,930
New +$445K 0.1% 172
2020
Q3 		$388K Buy
+12,097
New +$384K 0.11% 166

Other funds holding FJUN

LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCM
Breiter Capital Management Bradenton, Florida $202M AUM 21.36% 1-Year Est. Return
PWM
PRW Wealth Management Quincy, Massachusetts $262M AUM 22.64% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Cascadia Advisory Services's FJUN Position: Q3 2021 in Review

Cascadia Advisory Services increased its FT Vest US Equity Buffer ETF June (FJUN) stake by 8.8% in Q3 2021, buying an estimated $44.8K and bringing the position to 15,147 shares worth $549K. The position accounts for 0.11% of the portfolio, ranked #173.

Cascadia Advisory Services first reported a position in FJUN in Q3 2020 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold FJUN as of Q3 2021.

  • Cascadia Advisory Services held 15,147 shares of FT Vest US Equity Buffer ETF June worth $549K as of Q3 2021.
  • Cascadia Advisory Services bought 1,224 FT Vest US Equity Buffer ETF June shares in Q3 2021, an estimated $44.8K.
  • FT Vest US Equity Buffer ETF June made up 0.11% of Cascadia Advisory Services's portfolio in Q3 2021, its #173 holding.
  • Cascadia Advisory Services first reported a position in FT Vest US Equity Buffer ETF June in Q3 2020 and has held it in 4 quarters since.
  • 39 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.