Cypress Wealth Services’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Cypress Wealth Services’s Portfolio FJUN Stock Details FJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,505	Closed	-$266K	–	287
2024 Q2	$266K	Hold	5,505	–	–	0.06%	206
2024 Q1	$259K	Hold	5,505	–	–	0.06%	215
2023 Q4	$243K	Hold	5,505	–	–	0.06%	206
2023 Q3	$223K	Hold	5,505	–	–	0.06%	215
2023 Q2	$231K	Hold	5,505	–	–	0.06%	213
2023 Q1	$211K	Buy	+5,505	New	+$206K	0.06%	223
2022 Q2	–	Sell	-5,505	Closed	-$208K	–	237
2022 Q1	$208K	Buy	+5,505	New	+$205K	0.06%	227
2021 Q4	–	Sell	-8,100	Closed	-$293K	–	237
2021 Q3	$293K	Sell	8,100 -1,692	-17%	-$61.9K	0.09%	174
2021 Q2	$353K	Sell	9,792 -142,923	-94%	-$5.05M	0.1%	176
2021 Q1	$5.34M	Hold	152,715	–	–	1.12%	24
2020 Q4	$5.2M	Buy	+152,715	New	+$5.06M	1.16%	24

Other funds holding FJUN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return

RJFSA

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

KWS

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Cypress Wealth Services's FJUN Position: Q3 2024 in Review

Cypress Wealth Services sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q3 2024, closing a stake of 5,505 shares — an estimated $266K sold.

Cypress Wealth Services first reported a position in FJUN in Q4 2020 and held it in 11 quarters. The position peaked at $5.34M in Q1 2021. 137 funds tracked by Wall St. Rank hold FJUN as of Q3 2024.

Cypress Wealth Services reported no remaining FT Vest US Equity Buffer ETF June position as of Q3 2024 after selling out during the quarter.
Cypress Wealth Services sold 5,505 FT Vest US Equity Buffer ETF June shares in Q3 2024, an estimated $266K.
Cypress Wealth Services first reported a position in FT Vest US Equity Buffer ETF June in Q4 2020 and held it in 11 quarters.
Cypress Wealth Services's FT Vest US Equity Buffer ETF June position peaked at $5.34M in Q1 2021.
137 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q3 2024.

Based on Cypress Wealth Services's 13F filing for Q3 2024, filed 9 Oct 2024.