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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
2020
Q4 		– Sell
-152,715
Closed -$4.9M – 349
2020
Q3 		$4.9M Buy
+152,715
New +$4.85M 1.25% 19

Other funds holding FJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MC
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
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.