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

Element Wealth’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
Q1 		– Sell
-8,000
Closed -$254K – 272
2023
Q4 		$254K Hold
8,000
– – 0.16% 110
2023
Q3 		$237K Hold
8,000
– – 0.17% 108
2023
Q2 		$241K Buy
+8,000
New +$239K 0.17% 103

Other funds holding GJUN

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
PGWM
Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Element Wealth's GJUN Position: Q1 2024 in Review

Element Wealth sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q1 2024, closing a stake of 8,000 shares — an estimated $254K sold.

Element Wealth first reported a position in GJUN in Q2 2023 and held it in 3 quarters. The position peaked at $254K in Q4 2023. 80 funds tracked by Wall St. Rank hold GJUN as of Q1 2024.

  • Element Wealth reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q1 2024 after selling out during the quarter.
  • Element Wealth sold 8,000 FT Vest US Equity Moderate Buffer ETF June shares in Q1 2024, an estimated $254K.
  • Element Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2023 and held it in 3 quarters.
  • Element Wealth's FT Vest US Equity Moderate Buffer ETF June position peaked at $254K in Q4 2023.
  • 80 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2024.

Based on Element Wealth's 13F filing for Q1 2024, filed 9 May 2024.