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Impact Partnership Wealth’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Impact Partnership Wealth’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
Q4 		– Sell
-904
Closed -$26.8K – 936
2023
Q3 		$26.8K Buy
904
+545
+152% +$16.5K 0.01% 459
2023
Q2 		$10.8K Buy
+359
New +$10.7K ﹤0.01% 414

Other funds holding GJUN

SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Impact Partnership Wealth's GJUN Position: Q4 2023 in Review

Impact Partnership Wealth sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q4 2023, closing a stake of 904 shares — an estimated $26.8K sold.

Impact Partnership Wealth first reported a position in GJUN in Q2 2023 and held it in 2 quarters. The position peaked at $26.8K in Q3 2023. 79 funds tracked by Wall St. Rank hold GJUN as of Q4 2023.

  • Impact Partnership Wealth reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 904 FT Vest US Equity Moderate Buffer ETF June shares in Q4 2023, an estimated $26.8K.
  • Impact Partnership Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's FT Vest US Equity Moderate Buffer ETF June position peaked at $26.8K in Q3 2023.
  • 79 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.