Maltin Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

Maltin Wealth Management’s Portfolio XJUN Stock Details XJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-104,141	Closed	-$3.35M	–	113
2023 Q1	$3.35M	Sell	104,141 -9,147	-8%	-$288K	2.41%	10
2022 Q4	$3.47M	Buy	113,288 +12,980	+13%	+$393K	2.53%	10
2022 Q3	$2.92M	Buy	+100,308	New	+$3.03M	2.3%	8

Other funds holding XJUN

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

KAS

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return

FHC

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Maltin Wealth Management's XJUN Position: Q2 2023 in Review

Maltin Wealth Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q2 2023, closing a stake of 104,141 shares — an estimated $3.35M sold.

Maltin Wealth Management first reported a position in XJUN in Q3 2022 and held it in 3 quarters. The position peaked at $3.47M in Q4 2022. 66 funds tracked by Wall St. Rank hold XJUN as of Q2 2023.

Maltin Wealth Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q2 2023 after selling out during the quarter.
Maltin Wealth Management sold 104,141 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q2 2023, an estimated $3.35M.
Maltin Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q3 2022 and held it in 3 quarters.
Maltin Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $3.47M in Q4 2022.
66 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2023.

Based on Maltin Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.