Cypress Wealth Services’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-24,290	Closed	-$643K	–	296
2024 Q2	$643K	Hold	24,290	–	–	0.14%	113
2024 Q1	$620K	Hold	24,290	–	–	0.14%	118
2023 Q4	$585K	Hold	24,290	–	–	0.15%	120
2023 Q3	$531K	Hold	24,290	–	–	0.15%	125
2023 Q2	$553K	Hold	24,290	–	–	0.15%	127
2023 Q1	$496K	Hold	24,290	–	–	0.15%	125
2022 Q4	$429K	Hold	24,290	–	–	0.14%	138
2022 Q3	$428K	Hold	24,290	–	–	0.15%	125
2022 Q2	$435K	Hold	24,290	–	–	0.14%	128
2022 Q1	$508K	Hold	24,290	–	–	0.14%	119
2021 Q4	$519K	Hold	24,290	–	–	0.14%	110
2021 Q3	$495K	Buy	+24,290	New	+$500K	0.15%	108

Other funds holding QJUN

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

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

RJFSA

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

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Cypress Wealth Services sold out of FT Vest Growth-100 Buffer ETF June (QJUN) in Q3 2024, closing a stake of 24,290 shares — an estimated $643K sold.

Cypress Wealth Services first reported a position in QJUN in Q3 2021 and held it in 12 quarters. The position peaked at $643K in Q2 2024. 108 funds tracked by Wall St. Rank hold QJUN as of Q3 2024.

Cypress Wealth Services reported no remaining FT Vest Growth-100 Buffer ETF June position as of Q3 2024 after selling out during the quarter.
Cypress Wealth Services sold 24,290 FT Vest Growth-100 Buffer ETF June shares in Q3 2024, an estimated $643K.
Cypress Wealth Services first reported a position in FT Vest Growth-100 Buffer ETF June in Q3 2021 and held it in 12 quarters.
Cypress Wealth Services's FT Vest Growth-100 Buffer ETF June position peaked at $643K in Q2 2024.
108 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q3 2024.

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