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Legacy CG’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Legacy CG’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 		– Sell
-663,785
Closed -$21.1M – 43
2023
Q4 		$21.1M Buy
663,785
+14,294
+2% +$435K 8.01% 1
2023
Q3 		$19.2M Buy
+649,491
New +$19.6M 8.94% 1

Other funds holding GJUN

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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Mariner
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
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
PGWM
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

Legacy CG's GJUN Position: Q1 2024 in Review

Legacy CG sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q1 2024, closing a stake of 663,785 shares — an estimated $21.1M sold.

Legacy CG first reported a position in GJUN in Q3 2023 and held it in 2 quarters. The position peaked at $21.1M in Q4 2023. 80 funds tracked by Wall St. Rank hold GJUN as of Q1 2024.

  • Legacy CG reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q1 2024 after selling out during the quarter.
  • Legacy CG sold 663,785 FT Vest US Equity Moderate Buffer ETF June shares in Q1 2024, an estimated $21.1M.
  • Legacy CG first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q3 2023 and held it in 2 quarters.
  • Legacy CG's FT Vest US Equity Moderate Buffer ETF June position peaked at $21.1M in Q4 2023.
  • 80 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2024.

Based on Legacy CG's 13F filing for Q1 2024, filed 22 Apr 2024.