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Financial Gravity Asset Management’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

Financial Gravity Asset Management’s Portfolio XJUN Stock Details XJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-100
Closed -$3.51K – 1803
2024
Q1 		$3.51K Hold
100
– – ﹤0.01% 623
2023
Q4 		$3.51K Buy
+100
New +$3.4K ﹤0.01% 638

Other funds holding XJUN

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $99.4M AUM 13.43% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
LA
LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return

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

Financial Gravity Asset Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q2 2024, closing a stake of 100 shares — an estimated $3.51K sold.

Financial Gravity Asset Management first reported a position in XJUN in Q4 2023 and held it in 2 quarters. The position peaked at $3.51K in Q1 2024. 66 funds tracked by Wall St. Rank hold XJUN as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 100 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q2 2024, an estimated $3.51K.
  • Financial Gravity Asset Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $3.51K in Q1 2024.
  • 66 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2024.

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