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Oliver Lagore Vanvalin Investment Group’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2023
Q4 		– Sell
-111
Closed -$3.29K – 812
2023
Q3 		$3.29K Sell
111
-380
-77% -$11.5K ﹤0.01% 621
2023
Q2 		$14.8K Buy
+491
New +$14.7K 0.01% 404

Other funds holding GJUN

SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's GJUN Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q4 2023, closing a stake of 111 shares — an estimated $3.29K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in GJUN in Q2 2023 and held it in 2 quarters. The position peaked at $14.8K in Q2 2023. 79 funds tracked by Wall St. Rank hold GJUN as of Q4 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q4 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 111 FT Vest US Equity Moderate Buffer ETF June shares in Q4 2023, an estimated $3.29K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2023 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's FT Vest US Equity Moderate Buffer ETF June position peaked at $14.8K in Q2 2023.
  • 79 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.