OBWG
DJUN icon

Onyx Bridge Wealth Group’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

Onyx Bridge Wealth Group’s Portfolio DJUN Stock Details DJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,977
Closed -$227K – 267
2023
Q4 		$227K Sell
5,977
-3,053
-34% -$111K 0.05% 219
2023
Q3 		$319K Hold
9,030
– – 0.07% 169
2023
Q2 		$326K Buy
+9,030
New +$315K 0.08% 168

Other funds holding DJUN

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return

Onyx Bridge Wealth Group's DJUN Position: Q1 2024 in Review

Onyx Bridge Wealth Group sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q1 2024, closing a stake of 5,977 shares — an estimated $227K sold.

Onyx Bridge Wealth Group first reported a position in DJUN in Q2 2023 and held it in 3 quarters. The position peaked at $326K in Q2 2023. 71 funds tracked by Wall St. Rank hold DJUN as of Q1 2024.

  • Onyx Bridge Wealth Group reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q1 2024 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 5,977 FT Vest US Equity Deep Buffer ETF June shares in Q1 2024, an estimated $227K.
  • Onyx Bridge Wealth Group first reported a position in FT Vest US Equity Deep Buffer ETF June in Q2 2023 and held it in 3 quarters.
  • Onyx Bridge Wealth Group's FT Vest US Equity Deep Buffer ETF June position peaked at $326K in Q2 2023.
  • 71 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q1 2024.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2024, filed 29 Apr 2024.