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Oxler Private Wealth’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Oxler Private Wealth’s Portfolio FJUN Stock Details FJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-700
Closed -$67K – 178
2022
Q3 		$67K Buy
+700
New +$25.4K 0.04% 175

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KAS
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RJFSA
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LC
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KPWS
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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
Susquehanna International Group
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KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

Oxler Private Wealth's FJUN Position: Q4 2022 in Review

Oxler Private Wealth sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q4 2022, closing a stake of 700 shares — an estimated $67K sold.

Oxler Private Wealth first reported a position in FJUN in Q3 2022 and held it in 1 quarter. The position peaked at $67K in Q3 2022. 73 funds tracked by Wall St. Rank hold FJUN as of Q4 2022.

  • Oxler Private Wealth reported no remaining FT Vest US Equity Buffer ETF June position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 700 FT Vest US Equity Buffer ETF June shares in Q4 2022, an estimated $67K.
  • Oxler Private Wealth first reported a position in FT Vest US Equity Buffer ETF June in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's FT Vest US Equity Buffer ETF June position peaked at $67K in Q3 2022.
  • 73 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.