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GeoWealth Management’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

GeoWealth Management’s Portfolio GJUN Stock Details GJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-23,054
Closed -$786K – 1708
2024
Q2 		$786K Buy
+23,054
New +$775K 0.03% 317

Other funds holding GJUN

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GeoWealth Management's GJUN Position: Q3 2024 in Review

GeoWealth Management sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q3 2024, closing a stake of 23,054 shares — an estimated $786K sold.

GeoWealth Management first reported a position in GJUN in Q2 2024 and held it in 1 quarter. The position peaked at $786K in Q2 2024. 122 funds tracked by Wall St. Rank hold GJUN as of Q3 2024.

  • GeoWealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q3 2024 after selling out during the quarter.
  • GeoWealth Management sold 23,054 FT Vest US Equity Moderate Buffer ETF June shares in Q3 2024, an estimated $786K.
  • GeoWealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2024 and held it in 1 quarter.
  • GeoWealth Management's FT Vest US Equity Moderate Buffer ETF June position peaked at $786K in Q2 2024.
  • 122 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q3 2024.

Based on GeoWealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.