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

Crown Wealth Group’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
Q3 		– Sell
-5,648
Closed -$208K – 121
2024
Q2 		$208K Sell
5,648
-677
-11% -$24.7K 0.1% 99
2024
Q1 		$229K Sell
6,325
-3,401
-35% -$121K 0.12% 95
2023
Q4 		$342K Sell
9,726
-1,470
-13% -$49.9K 0.21% 55
2023
Q3 		$371K Hold
11,196
– – 0.28% 45
2023
Q2 		$375K Sell
11,196
-7,410
-40% -$243K 0.3% 40
2023
Q1 		$598K Sell
18,606
-3,998
-18% -$126K 0.5% 28
2022
Q4 		$693K Sell
22,604
-31,454
-58% -$951K 0.65% 23
2022
Q3 		$1.57M Sell
54,058
-5,559
-9% -$168K 1.61% 15
2022
Q2 		$1.76M Buy
+59,617
New +$1.77M 1.6% 15

Other funds holding XJUN

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SP
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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

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

Crown Wealth Group sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q3 2024, closing a stake of 5,648 shares — an estimated $208K sold.

Crown Wealth Group first reported a position in XJUN in Q2 2022 and held it in 9 quarters. The position peaked at $1.76M in Q2 2022. 69 funds tracked by Wall St. Rank hold XJUN as of Q3 2024.

  • Crown Wealth Group reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q3 2024 after selling out during the quarter.
  • Crown Wealth Group sold 5,648 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q3 2024, an estimated $208K.
  • Crown Wealth Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q2 2022 and held it in 9 quarters.
  • Crown Wealth Group's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $1.76M in Q2 2022.
  • 69 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q3 2024.

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