InterOcean Capital Group’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

InterOcean Capital Group’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
2024 Q1	$12.8M	Sell	383,831 -77,870	-17%	-$2.54M	0.31%	75
2023 Q4	$14.7M	Sell	461,701 -248,620	-35%	-$7.57M	0.39%	60
2023 Q3	$21M	Sell	710,321 -5,839	-0.8%	-$176K	0.64%	44
2023 Q2	$21.6M	Buy	+716,160	New	+$21.4M	0.68%	40

Other funds holding GJUN

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Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return