HBK Sorce Advisory’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,560
Closed -$203K 586
2023
Q1
$203K Buy
+6,560
New +$200K 0.01% 540

Other funds holding GJAN

HBK Sorce Advisory's GJAN Position: Q2 2023 in Review

HBK Sorce Advisory sold out of FT Vest US Equity Moderate Buffer ETF January (GJAN) in Q2 2023, closing a stake of 6,560 shares — an estimated $203K sold.

HBK Sorce Advisory first reported a position in GJAN in Q1 2023 and held it in 1 quarter. The position peaked at $203K in Q1 2023. 42 funds tracked by Wall St. Rank hold GJAN as of Q2 2023.

  • HBK Sorce Advisory reported no remaining FT Vest US Equity Moderate Buffer ETF January position as of Q2 2023 after selling out during the quarter.
  • HBK Sorce Advisory sold 6,560 FT Vest US Equity Moderate Buffer ETF January shares in Q2 2023, an estimated $203K.
  • HBK Sorce Advisory first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2023 and held it in 1 quarter.
  • HBK Sorce Advisory's FT Vest US Equity Moderate Buffer ETF January position peaked at $203K in Q1 2023.
  • 42 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2023.

Based on HBK Sorce Advisory's 13F filing for Q2 2023, filed 4 Aug 2023.