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

LJI 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
2023 Q2	–	Sell	-10,085	Closed	-$206K	–	188
2023 Q1	$206K	Buy	+10,085	New	+$193K	0.07%	147

Other funds holding QJUN

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

LJI Wealth Management's QJUN Position: Q2 2023 in Review

LJI Wealth Management sold out of FT Vest Growth-100 Buffer ETF June (QJUN) in Q2 2023, closing a stake of 10,085 shares — an estimated $206K sold.

LJI Wealth Management first reported a position in QJUN in Q1 2023 and held it in 1 quarter. The position peaked at $206K in Q1 2023. 63 funds tracked by Wall St. Rank hold QJUN as of Q2 2023.

LJI Wealth Management reported no remaining FT Vest Growth-100 Buffer ETF June position as of Q2 2023 after selling out during the quarter.
LJI Wealth Management sold 10,085 FT Vest Growth-100 Buffer ETF June shares in Q2 2023, an estimated $206K.
LJI Wealth Management first reported a position in FT Vest Growth-100 Buffer ETF June in Q1 2023 and held it in 1 quarter.
LJI Wealth Management's FT Vest Growth-100 Buffer ETF June position peaked at $206K in Q1 2023.
63 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q2 2023.

Based on LJI Wealth Management's 13F filing for Q2 2023, filed 2 Feb 2024.