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Lion Street Advisors’s FT Vest International Equity Buffer ETF June YJUN Stock Holding History

Lion Street Advisors’s Portfolio YJUN Stock Details YJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-18,000
Closed -$358K – 296
2023
Q1 		$358K Buy
+18,000
New +$350K 0.11% 153

Other funds holding YJUN

MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Lion Street Advisors's YJUN Position: Q2 2023 in Review

Lion Street Advisors sold out of FT Vest International Equity Buffer ETF June (YJUN) in Q2 2023, closing a stake of 18,000 shares — an estimated $358K sold.

Lion Street Advisors first reported a position in YJUN in Q1 2023 and held it in 1 quarter. The position peaked at $358K in Q1 2023. 36 funds tracked by Wall St. Rank hold YJUN as of Q2 2023.

  • Lion Street Advisors reported no remaining FT Vest International Equity Buffer ETF June position as of Q2 2023 after selling out during the quarter.
  • Lion Street Advisors sold 18,000 FT Vest International Equity Buffer ETF June shares in Q2 2023, an estimated $358K.
  • Lion Street Advisors first reported a position in FT Vest International Equity Buffer ETF June in Q1 2023 and held it in 1 quarter.
  • Lion Street Advisors's FT Vest International Equity Buffer ETF June position peaked at $358K in Q1 2023.
  • 36 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF June as of Q2 2023.

Based on Lion Street Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.