Onyx Bridge Wealth Group’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History

Onyx Bridge Wealth Group’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
2023 Q1	–	Sell	-49,487	Closed	-$882K	–	204
2022 Q4	$882K	Buy	49,487 +3,784	+8%	+$68.2K	0.36%	42
2022 Q3	$792K	Buy	+45,703	New	+$858K	0.36%	45
2022 Q2	–	Sell	-21,971	Closed	-$423K	–	184
2022 Q1	$423K	Hold	21,971	–	–	0.16%	76
2021 Q4	$470K	Hold	21,971	–	–	0.16%	79
2021 Q3	$458K	Buy	21,971 +1,167	+6%	+$24K	0.17%	72
2021 Q2	$422K	Buy	+20,804	New	+$419K	0.18%	64

Other funds holding QJUN

FHC

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

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

FGG

Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 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

AWM

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Onyx Bridge Wealth Group's QJUN Position: Q1 2023 in Review

Onyx Bridge Wealth Group sold out of FT Vest Growth-100 Buffer ETF June (QJUN) in Q1 2023, closing a stake of 49,487 shares — an estimated $882K sold.

Onyx Bridge Wealth Group first reported a position in QJUN in Q2 2021 and held it in 6 quarters. The position peaked at $882K in Q4 2022. 42 funds tracked by Wall St. Rank hold QJUN as of Q1 2023.

Onyx Bridge Wealth Group reported no remaining FT Vest Growth-100 Buffer ETF June position as of Q1 2023 after selling out during the quarter.
Onyx Bridge Wealth Group sold 49,487 FT Vest Growth-100 Buffer ETF June shares in Q1 2023, an estimated $882K.
Onyx Bridge Wealth Group first reported a position in FT Vest Growth-100 Buffer ETF June in Q2 2021 and held it in 6 quarters.
Onyx Bridge Wealth Group's FT Vest Growth-100 Buffer ETF June position peaked at $882K in Q4 2022.
42 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q1 2023.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2023, filed 10 Apr 2023.