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Clear Creek Financial Management’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Clear Creek Financial Management’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
2022
Q3 		– Sell
-6,150
Closed -$216K – 295
2022
Q2 		$216K Buy
+6,150
New +$221K 0.05% 264
2021
Q1 		– Sell
-6,250
Closed -$212K – 117
2020
Q4 		$212K Buy
+6,250
New +$207K 0.04% 269

Other funds holding FJUN

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

Clear Creek Financial Management's FJUN Position: Q3 2022 in Review

Clear Creek Financial Management sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q3 2022, closing a stake of 6,150 shares — an estimated $216K sold.

Clear Creek Financial Management first reported a position in FJUN in Q4 2020 and held it in 2 quarters. The position peaked at $216K in Q2 2022. 79 funds tracked by Wall St. Rank hold FJUN as of Q3 2022.

  • Clear Creek Financial Management reported no remaining FT Vest US Equity Buffer ETF June position as of Q3 2022 after selling out during the quarter.
  • Clear Creek Financial Management sold 6,150 FT Vest US Equity Buffer ETF June shares in Q3 2022, an estimated $216K.
  • Clear Creek Financial Management first reported a position in FT Vest US Equity Buffer ETF June in Q4 2020 and held it in 2 quarters.
  • Clear Creek Financial Management's FT Vest US Equity Buffer ETF June position peaked at $216K in Q2 2022.
  • 79 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q3 2022.

Based on Clear Creek Financial Management's 13F filing for Q3 2022, filed 24 Oct 2022.