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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
-200
Closed -$7.13K – 2460
2024
Q1 		$7.13K Buy
200
+100
+100% +$3.57K ﹤0.01% 791
2023
Q4 		$3.51K Buy
+100
New +$3.4K ﹤0.01% 915

Other funds holding XJUN

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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 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 200 shares — an estimated $7.13K sold.

Financial Gravity Asset Management first reported a position in XJUN in Q4 2023 and held it in 2 quarters. The position peaked at $7.13K in Q1 2024. 65 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 200 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q2 2024, an estimated $7.13K.
  • 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 $7.13K in Q1 2024.
  • 65 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.