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Ergawealth Advisors’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Ergawealth Advisors’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
2023
Q3 		– Sell
-1,809
Closed -$295K – 53
2023
Q2 		$295K Buy
+1,809
New +$54K 0.2% 37

Other funds holding GJUN

SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ergawealth Advisors's GJUN Position: Q3 2023 in Review

Ergawealth Advisors sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q3 2023, closing a stake of 1,809 shares — an estimated $295K sold.

Ergawealth Advisors first reported a position in GJUN in Q2 2023 and held it in 1 quarter. The position peaked at $295K in Q2 2023. 79 funds tracked by Wall St. Rank hold GJUN as of Q3 2023.

  • Ergawealth Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q3 2023 after selling out during the quarter.
  • Ergawealth Advisors sold 1,809 FT Vest US Equity Moderate Buffer ETF June shares in Q3 2023, an estimated $295K.
  • Ergawealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2023 and held it in 1 quarter.
  • Ergawealth Advisors's FT Vest US Equity Moderate Buffer ETF June position peaked at $295K in Q2 2023.
  • 79 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q3 2023.

Based on Ergawealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.