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

Great Lakes Retirement’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
2023
Q3 		– Sell
-44,361
Closed -$1.48M – 233
2023
Q2 		$1.48M Buy
+44,361
New +$1.45M 0.26% 81

Other funds holding XJUN

BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Great Lakes Retirement's XJUN Position: Q3 2023 in Review

Great Lakes Retirement sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q3 2023, closing a stake of 44,361 shares — an estimated $1.48M sold.

Great Lakes Retirement first reported a position in XJUN in Q2 2023 and held it in 1 quarter. The position peaked at $1.48M in Q2 2023. 73 funds tracked by Wall St. Rank hold XJUN as of Q3 2023.

  • Great Lakes Retirement reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q3 2023 after selling out during the quarter.
  • Great Lakes Retirement sold 44,361 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q3 2023, an estimated $1.48M.
  • Great Lakes Retirement first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q2 2023 and held it in 1 quarter.
  • Great Lakes Retirement's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $1.48M in Q2 2023.
  • 73 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q3 2023.

Based on Great Lakes Retirement's 13F filing for Q3 2023, filed 19 Oct 2023.