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GeoWealth Management’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

GeoWealth Management’s Portfolio DJUN Stock Details DJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-19,250
Closed -$596K – 360
2022
Q3 		$596K Buy
19,250
+5,712
+42% +$185K 0.07% 149
2022
Q2 		$428K Buy
+13,538
New +$444K 0.06% 171

Other funds holding DJUN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

GeoWealth Management's DJUN Position: Q4 2022 in Review

GeoWealth Management sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q4 2022, closing a stake of 19,250 shares — an estimated $596K sold.

GeoWealth Management first reported a position in DJUN in Q2 2022 and held it in 2 quarters. The position peaked at $596K in Q3 2022. 44 funds tracked by Wall St. Rank hold DJUN as of Q4 2022.

  • GeoWealth Management reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q4 2022 after selling out during the quarter.
  • GeoWealth Management sold 19,250 FT Vest US Equity Deep Buffer ETF June shares in Q4 2022, an estimated $596K.
  • GeoWealth Management first reported a position in FT Vest US Equity Deep Buffer ETF June in Q2 2022 and held it in 2 quarters.
  • GeoWealth Management's FT Vest US Equity Deep Buffer ETF June position peaked at $596K in Q3 2022.
  • 44 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q4 2022.

Based on GeoWealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.