IWP
XJUN icon

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

Icon Wealth Partners’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 		$497K Sell
14,992
-280
-2% -$9.4K 0.06% 172
2023
Q2 		$511K Buy
+15,272
New +$500K 0.05% 189

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

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

Icon Wealth Partners reduced its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 1.8% in Q3 2023, selling an estimated $9.4K and leaving 14,992 shares worth $497K. The position accounts for 0.06% of the portfolio, ranked #172.

Icon Wealth Partners first reported a position in XJUN in Q2 2023 and has held it in 2 quarters since. The position peaked at $511K in Q2 2023. 73 funds tracked by Wall St. Rank hold XJUN as of Q3 2023.

  • Icon Wealth Partners held 14,992 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $497K as of Q3 2023.
  • Icon Wealth Partners sold 280 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q3 2023, an estimated $9.4K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.06% of Icon Wealth Partners's portfolio in Q3 2023, its #172 holding.
  • Icon Wealth Partners first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q2 2023 and has held it in 2 quarters since.
  • Icon Wealth Partners's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $511K 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 Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.