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Financial Gravity Asset Management’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History

Financial Gravity Asset Management’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
Q2 		$26.5K Sell
1,000
-1,400
-58% -$36.1K 0.01% 350
2024
Q1 		$59.5K Buy
2,400
+1,200
+100% +$29.8K 0.01% 353
2023
Q4 		$28.9K Buy
+1,200
New +$27.4K ﹤0.01% 645

Other funds holding QJUN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return

Financial Gravity Asset Management's QJUN Position: Q2 2024 in Review

Financial Gravity Asset Management reduced its FT Vest Growth-100 Buffer ETF June (QJUN) stake by 58% in Q2 2024, selling an estimated $36.1K and leaving 1,000 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #350.

Financial Gravity Asset Management first reported a position in QJUN in Q4 2023 and has held it in 3 quarters since. The position peaked at $59.5K in Q1 2024. 92 funds tracked by Wall St. Rank hold QJUN as of Q2 2024.

  • Financial Gravity Asset Management held 1,000 shares of FT Vest Growth-100 Buffer ETF June worth $26.5K as of Q2 2024.
  • Financial Gravity Asset Management sold 1,400 FT Vest Growth-100 Buffer ETF June shares in Q2 2024, an estimated $36.1K.
  • FT Vest Growth-100 Buffer ETF June made up 0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #350 holding.
  • Financial Gravity Asset Management first reported a position in FT Vest Growth-100 Buffer ETF June in Q4 2023 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's FT Vest Growth-100 Buffer ETF June position peaked at $59.5K in Q1 2024.
  • 92 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.