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OneDigital Investment Advisors’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History

OneDigital Investment Advisors’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
2024
Q4 		– Sell
-36,438
Closed -$984K – 1494
2024
Q3 		$984K Hold
36,438
– – 0.01% 660
2024
Q2 		$965K Buy
+36,438
New +$940K 0.01% 633

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SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KCM
Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OneDigital Investment Advisors's QJUN Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of FT Vest Growth-100 Buffer ETF June (QJUN) in Q4 2024, closing a stake of 36,438 shares — an estimated $984K sold.

OneDigital Investment Advisors first reported a position in QJUN in Q2 2024 and held it in 2 quarters. The position peaked at $984K in Q3 2024. 114 funds tracked by Wall St. Rank hold QJUN as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining FT Vest Growth-100 Buffer ETF June position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 36,438 FT Vest Growth-100 Buffer ETF June shares in Q4 2024, an estimated $984K.
  • OneDigital Investment Advisors first reported a position in FT Vest Growth-100 Buffer ETF June in Q2 2024 and held it in 2 quarters.
  • OneDigital Investment Advisors's FT Vest Growth-100 Buffer ETF June position peaked at $984K in Q3 2024.
  • 114 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.