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Kingdom Financial Group’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Kingdom Financial 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
Q4 		– Sell
-7,226
Closed -$256K – 54
2024
Q3 		$256K Buy
7,226
+102
+1% +$3.52K 0.19% 40
2024
Q2 		$243K Buy
+7,124
New +$239K 0.16% 46

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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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Kingdom Financial Group's GJUN Position: Q4 2024 in Review

Kingdom Financial Group sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q4 2024, closing a stake of 7,226 shares — an estimated $256K sold.

Kingdom Financial Group first reported a position in GJUN in Q2 2024 and held it in 2 quarters. The position peaked at $256K in Q3 2024. 112 funds tracked by Wall St. Rank hold GJUN as of Q4 2024.

  • Kingdom Financial Group reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q4 2024 after selling out during the quarter.
  • Kingdom Financial Group sold 7,226 FT Vest US Equity Moderate Buffer ETF June shares in Q4 2024, an estimated $256K.
  • Kingdom Financial Group first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2024 and held it in 2 quarters.
  • Kingdom Financial Group's FT Vest US Equity Moderate Buffer ETF June position peaked at $256K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q4 2024.

Based on Kingdom Financial Group's 13F filing for Q4 2024, filed 10 Feb 2025.