Onyx Bridge Wealth Group’s FT Vest International Equity Buffer ETF June YJUN Stock Holding History

Onyx Bridge Wealth Group’s Portfolio YJUN Stock Details YJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-11,312	Closed	-$215K	–	212
2022 Q4	$215K	Sell	11,312 -62,424	-85%	-$1.1M	0.09%	159
2022 Q3	$1.19M	Buy	+73,736	New	+$1.29M	0.54%	26
2022 Q1	–	Sell	-9,916	Closed	-$200K	–	185
2021 Q4	$200K	Hold	9,916	–	–	0.07%	152
2021 Q3	$200K	Buy	+9,916	New	+$201K	0.08%	140

Other funds holding YJUN

PWM

PRW Wealth Management Quincy, Massachusetts $262M AUM 22.64% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

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

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

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

OMC

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

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

Onyx Bridge Wealth Group sold out of FT Vest International Equity Buffer ETF June (YJUN) in Q1 2023, closing a stake of 11,312 shares — an estimated $215K sold.

Onyx Bridge Wealth Group first reported a position in YJUN in Q3 2021 and held it in 4 quarters. The position peaked at $1.19M in Q3 2022. 30 funds tracked by Wall St. Rank hold YJUN as of Q1 2023.

Onyx Bridge Wealth Group reported no remaining FT Vest International Equity Buffer ETF June position as of Q1 2023 after selling out during the quarter.
Onyx Bridge Wealth Group sold 11,312 FT Vest International Equity Buffer ETF June shares in Q1 2023, an estimated $215K.
Onyx Bridge Wealth Group first reported a position in FT Vest International Equity Buffer ETF June in Q3 2021 and held it in 4 quarters.
Onyx Bridge Wealth Group's FT Vest International Equity Buffer ETF June position peaked at $1.19M in Q3 2022.
30 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF June as of Q1 2023.

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