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L.J. Altfest & Co’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

L.J. Altfest & Co’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
Q2 		– Sell
-146,486
Closed -$4.89M – 327
2024
Q1 		$4.89M Sell
146,486
-56,992
-28% -$1.86M 0.69% 30
2023
Q4 		$6.47M Sell
203,478
-102,812
-34% -$3.13M 0.94% 27
2023
Q3 		$9.07M Buy
+306,290
New +$9.25M 1.43% 19

Other funds holding GJUN

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

L.J. Altfest & Co's GJUN Position: Q2 2024 in Review

L.J. Altfest & Co sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q2 2024, closing a stake of 146,486 shares — an estimated $4.89M sold.

L.J. Altfest & Co first reported a position in GJUN in Q3 2023 and held it in 3 quarters. The position peaked at $9.07M in Q3 2023. 104 funds tracked by Wall St. Rank hold GJUN as of Q2 2024.

  • L.J. Altfest & Co reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q2 2024 after selling out during the quarter.
  • L.J. Altfest & Co sold 146,486 FT Vest US Equity Moderate Buffer ETF June shares in Q2 2024, an estimated $4.89M.
  • L.J. Altfest & Co first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q3 2023 and held it in 3 quarters.
  • L.J. Altfest & Co's FT Vest US Equity Moderate Buffer ETF June position peaked at $9.07M in Q3 2023.
  • 104 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2024.

Based on L.J. Altfest & Co's 13F filing for Q2 2024, filed 7 Aug 2024.