Crosspoint Financial’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

Crosspoint Financial’s Portfolio XJUN Stock Details XJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-23,050	Closed	-$835K	–	21
2024 Q1	$835K	Hold	23,050	–	–	7.14%	5
2023 Q4	$810K	Hold	23,050	–	–	8.05%	5
2023 Q3	$764K	Hold	23,050	–	–	8.07%	5
2023 Q2	$771K	Hold	23,050	–	–	7.84%	5
2023 Q1	$741K	Hold	23,050	–	–	7.98%	6
2022 Q4	$706K	Buy	+23,050	New	+$697K	7.78%	5

Other funds holding XJUN

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return

Crosspoint Financial's XJUN Position: Q2 2024 in Review

Crosspoint Financial sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q2 2024, closing a stake of 23,050 shares — an estimated $835K sold.

Crosspoint Financial first reported a position in XJUN in Q4 2022 and held it in 6 quarters. The position peaked at $835K in Q1 2024. 65 funds tracked by Wall St. Rank hold XJUN as of Q2 2024.

Crosspoint Financial reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q2 2024 after selling out during the quarter.
Crosspoint Financial sold 23,050 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q2 2024, an estimated $835K.
Crosspoint Financial first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q4 2022 and held it in 6 quarters.
Crosspoint Financial's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $835K in Q1 2024.
65 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2024.

Based on Crosspoint Financial's 13F filing for Q2 2024, filed 26 Jul 2024.