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Outlook Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Outlook Wealth Advisors’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
2024
Q4 		– Sell
-156,613
Closed -$5.55M – 261
2024
Q3 		$5.55M Buy
156,613
+862
+0.6% +$29.8K 1.59% 13
2024
Q2 		$330K Buy
+155,751
New +$5.23M 0.1% 198

Other funds holding GJUN

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 $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Outlook Wealth Advisors's GJUN Position: Q4 2024 in Review

Outlook Wealth Advisors sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q4 2024, closing a stake of 156,613 shares — an estimated $5.55M sold.

Outlook Wealth Advisors first reported a position in GJUN in Q2 2024 and held it in 2 quarters. The position peaked at $5.55M in Q3 2024. 112 funds tracked by Wall St. Rank hold GJUN as of Q4 2024.

  • Outlook Wealth Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q4 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 156,613 FT Vest US Equity Moderate Buffer ETF June shares in Q4 2024, an estimated $5.55M.
  • Outlook Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2024 and held it in 2 quarters.
  • Outlook Wealth Advisors's FT Vest US Equity Moderate Buffer ETF June position peaked at $5.55M in Q3 2024.
  • 112 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q4 2024.

Based on Outlook Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.