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GJUN icon

Icon Wealth Partners’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Icon Wealth Partners’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
2023
Q3 		$464K Sell
15,652
-293
-2% -$8.85K 0.05% 178
2023
Q2 		$480K Buy
+15,945
New +$476K 0.05% 196

Other funds holding GJUN

SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Icon Wealth Partners's GJUN Position: Q3 2023 in Review

Icon Wealth Partners reduced its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 1.8% in Q3 2023, selling an estimated $8.85K and leaving 15,652 shares worth $464K. The position accounts for 0.05% of the portfolio, ranked #178.

Icon Wealth Partners first reported a position in GJUN in Q2 2023 and has held it in 2 quarters since. The position peaked at $480K in Q2 2023. 79 funds tracked by Wall St. Rank hold GJUN as of Q3 2023.

  • Icon Wealth Partners held 15,652 shares of FT Vest US Equity Moderate Buffer ETF June worth $464K as of Q3 2023.
  • Icon Wealth Partners sold 293 FT Vest US Equity Moderate Buffer ETF June shares in Q3 2023, an estimated $8.85K.
  • FT Vest US Equity Moderate Buffer ETF June made up 0.05% of Icon Wealth Partners's portfolio in Q3 2023, its #178 holding.
  • Icon Wealth Partners first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2023 and has held it in 2 quarters since.
  • Icon Wealth Partners's FT Vest US Equity Moderate Buffer ETF June position peaked at $480K in Q2 2023.
  • 79 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.