Noble Wealth Management PBC’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Noble Wealth Management PBC’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
2025 Q1	$2.61M	Sell	74,127 -3,206	-4%	-$116K	1.78%	12
2024 Q4	$2.78M	Buy	+77,333	New	+$2.78M	1.93%	10

Other funds holding GJUN

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

KAS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Noble Wealth Management PBC's GJUN Position: Q1 2025 in Review

Noble Wealth Management PBC reduced its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 4.1% in Q1 2025, selling an estimated $116K and leaving 74,127 shares worth $2.61M. The position accounts for 1.78% of the portfolio, ranked #12.

Noble Wealth Management PBC first reported a position in GJUN in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.78M in Q4 2024. 107 funds tracked by Wall St. Rank hold GJUN as of Q1 2025.

Noble Wealth Management PBC held 74,127 shares of FT Vest US Equity Moderate Buffer ETF June worth $2.61M as of Q1 2025.
Noble Wealth Management PBC sold 3,206 FT Vest US Equity Moderate Buffer ETF June shares in Q1 2025, an estimated $116K.
FT Vest US Equity Moderate Buffer ETF June made up 1.78% of Noble Wealth Management PBC's portfolio in Q1 2025, its #12 holding.
Noble Wealth Management PBC first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q4 2024 and has held it in 2 quarters since.
Noble Wealth Management PBC's FT Vest US Equity Moderate Buffer ETF June position peaked at $2.78M in Q4 2024.
107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2025.

Based on Noble Wealth Management PBC's 13F filing for Q1 2025, filed 15 Apr 2025.