Great Lakes Retirement’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Great Lakes Retirement’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 Q4	–	Sell	-38,752	Closed	-$1.37M	–	208
2024 Q3	$1.37M	Sell	38,752 -855	-2%	-$29.5K	0.18%	125
2024 Q2	$1.35M	Buy	+39,607	New	+$1.33M	0.19%	111
2023 Q4	–	Sell	-15,164	Closed	-$449K	–	218
2023 Q3	$449K	Buy	+15,164	New	+$458K	0.08%	166

Other funds holding GJUN

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Great Lakes Retirement's GJUN Position: Q4 2024 in Review

Great Lakes Retirement sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q4 2024, closing a stake of 38,752 shares — an estimated $1.37M sold.

Great Lakes Retirement first reported a position in GJUN in Q3 2023 and held it in 3 quarters. The position peaked at $1.37M in Q3 2024. 112 funds tracked by Wall St. Rank hold GJUN as of Q4 2024.

Great Lakes Retirement reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q4 2024 after selling out during the quarter.
Great Lakes Retirement sold 38,752 FT Vest US Equity Moderate Buffer ETF June shares in Q4 2024, an estimated $1.37M.
Great Lakes Retirement first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q3 2023 and held it in 3 quarters.
Great Lakes Retirement's FT Vest US Equity Moderate Buffer ETF June position peaked at $1.37M in Q3 2024.
112 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q4 2024.

Based on Great Lakes Retirement's 13F filing for Q4 2024, filed 29 Jan 2025.