Crown Wealth Group’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Crown Wealth Group’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 Q3	–	Sell	-19,017	Closed	-$649K	–	118
2024 Q2	$649K	Sell	19,017 -838	-4%	-$28.2K	0.32%	46
2024 Q1	$662K	Sell	19,855 -6,613	-25%	-$215K	0.34%	41
2023 Q4	$841K	Sell	26,468 -962	-4%	-$29.3K	0.51%	27
2023 Q3	$813K	Hold	27,430	–	–	0.61%	28
2023 Q2	$826K	Buy	+27,430	New	+$818K	0.65%	25

Other funds holding GJUN

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

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

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

Crown Wealth Group's GJUN Position: Q3 2024 in Review

Crown Wealth Group sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q3 2024, closing a stake of 19,017 shares — an estimated $649K sold.

Crown Wealth Group first reported a position in GJUN in Q2 2023 and held it in 5 quarters. The position peaked at $841K in Q4 2023. 122 funds tracked by Wall St. Rank hold GJUN as of Q3 2024.

Crown Wealth Group reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q3 2024 after selling out during the quarter.
Crown Wealth Group sold 19,017 FT Vest US Equity Moderate Buffer ETF June shares in Q3 2024, an estimated $649K.
Crown Wealth Group first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2023 and held it in 5 quarters.
Crown Wealth Group's FT Vest US Equity Moderate Buffer ETF June position peaked at $841K in Q4 2023.
122 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q3 2024.

Based on Crown Wealth Group's 13F filing for Q3 2024, filed 13 Nov 2024.