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Iron Horse Wealth Management’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History

Iron Horse Wealth Management’s Portfolio QJUN Stock Details QJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-522
Closed -$12.6K – 504
2023
Q4 		$12.6K Hold
522
– – 0.01% 162
2023
Q3 		$11.4K Buy
+522
New +$11.7K 0.01% 164

Other funds holding QJUN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Iron Horse Wealth Management's QJUN Position: Q1 2024 in Review

Iron Horse Wealth Management sold out of FT Vest Growth-100 Buffer ETF June (QJUN) in Q1 2024, closing a stake of 522 shares — an estimated $12.6K sold.

Iron Horse Wealth Management first reported a position in QJUN in Q3 2023 and held it in 2 quarters. The position peaked at $12.6K in Q4 2023. 82 funds tracked by Wall St. Rank hold QJUN as of Q1 2024.

  • Iron Horse Wealth Management reported no remaining FT Vest Growth-100 Buffer ETF June position as of Q1 2024 after selling out during the quarter.
  • Iron Horse Wealth Management sold 522 FT Vest Growth-100 Buffer ETF June shares in Q1 2024, an estimated $12.6K.
  • Iron Horse Wealth Management first reported a position in FT Vest Growth-100 Buffer ETF June in Q3 2023 and held it in 2 quarters.
  • Iron Horse Wealth Management's FT Vest Growth-100 Buffer ETF June position peaked at $12.6K in Q4 2023.
  • 82 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q1 2024.

Based on Iron Horse Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.