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

Clear Creek Financial Management’s Portfolio GJUN Stock Details GJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-81,537
Closed -$2.59M – 423
2023
Q4 		$2.59M Sell
81,537
-26,660
-25% -$812K 0.41% 51
2023
Q3 		$3.21M Buy
+108,197
New +$3.27M 0.56% 37

Other funds holding GJUN

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
PGWM
Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clear Creek Financial Management's GJUN Position: Q1 2024 in Review

Clear Creek Financial Management sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q1 2024, closing a stake of 81,537 shares — an estimated $2.59M sold.

Clear Creek Financial Management first reported a position in GJUN in Q3 2023 and held it in 2 quarters. The position peaked at $3.21M in Q3 2023. 80 funds tracked by Wall St. Rank hold GJUN as of Q1 2024.

  • Clear Creek Financial Management reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q1 2024 after selling out during the quarter.
  • Clear Creek Financial Management sold 81,537 FT Vest US Equity Moderate Buffer ETF June shares in Q1 2024, an estimated $2.59M.
  • Clear Creek Financial Management first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q3 2023 and held it in 2 quarters.
  • Clear Creek Financial Management's FT Vest US Equity Moderate Buffer ETF June position peaked at $3.21M in Q3 2023.
  • 80 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2024.

Based on Clear Creek Financial Management's 13F filing for Q1 2024, filed 26 Apr 2024.