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Coppell Advisory Solutions’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History

Coppell Advisory Solutions’s Portfolio QJUN Stock Details QJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-907
Closed -$24.5K – 2060
2024
Q3 		$24.5K Buy
+907
New +$23.9K ﹤0.01% 777

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SPIA
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Coppell Advisory Solutions's QJUN Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of FT Vest Growth-100 Buffer ETF June (QJUN) in Q4 2024, closing a stake of 907 shares — an estimated $24.5K sold.

Coppell Advisory Solutions first reported a position in QJUN in Q3 2024 and held it in 1 quarter. The position peaked at $24.5K in Q3 2024. 114 funds tracked by Wall St. Rank hold QJUN as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining FT Vest Growth-100 Buffer ETF June position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 907 FT Vest Growth-100 Buffer ETF June shares in Q4 2024, an estimated $24.5K.
  • Coppell Advisory Solutions first reported a position in FT Vest Growth-100 Buffer ETF June in Q3 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's FT Vest Growth-100 Buffer ETF June position peaked at $24.5K in Q3 2024.
  • 114 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.