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

Outlook Wealth Advisors’s Portfolio XJUN Stock Details XJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-20,675
Closed -$685K – 268
2023
Q3 		$685K Buy
20,675
+651
+3% +$21.8K 0.26% 93
2023
Q2 		$670K Buy
+20,024
New +$656K 0.25% 105

Other funds holding XJUN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 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

Outlook Wealth Advisors's XJUN Position: Q4 2023 in Review

Outlook Wealth Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q4 2023, closing a stake of 20,675 shares — an estimated $685K sold.

Outlook Wealth Advisors first reported a position in XJUN in Q2 2023 and held it in 2 quarters. The position peaked at $685K in Q3 2023. 76 funds tracked by Wall St. Rank hold XJUN as of Q4 2023.

  • Outlook Wealth Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q4 2023 after selling out during the quarter.
  • Outlook Wealth Advisors sold 20,675 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q4 2023, an estimated $685K.
  • Outlook Wealth Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q2 2023 and held it in 2 quarters.
  • Outlook Wealth Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $685K in Q3 2023.
  • 76 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q4 2023.

Based on Outlook Wealth Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.