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Financial Gravity Asset Management’s FT Vest International Equity Buffer ETF June YJUN Stock Holding History

Financial Gravity Asset Management’s Portfolio YJUN Stock Details YJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-400
Closed -$8.68K – 2472
2024
Q1 		$8.68K Buy
400
+200
+100% +$4.28K ﹤0.01% 749
2023
Q4 		$4.25K Buy
+200
New +$4.04K ﹤0.01% 890

Other funds holding YJUN

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Financial Gravity Asset Management sold out of FT Vest International Equity Buffer ETF June (YJUN) in Q2 2024, closing a stake of 400 shares — an estimated $8.68K sold.

Financial Gravity Asset Management first reported a position in YJUN in Q4 2023 and held it in 2 quarters. The position peaked at $8.68K in Q1 2024. 51 funds tracked by Wall St. Rank hold YJUN as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining FT Vest International Equity Buffer ETF June position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 400 FT Vest International Equity Buffer ETF June shares in Q2 2024, an estimated $8.68K.
  • Financial Gravity Asset Management first reported a position in FT Vest International Equity Buffer ETF June in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's FT Vest International Equity Buffer ETF June position peaked at $8.68K in Q1 2024.
  • 51 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF June as of Q2 2024.

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