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Patriot Financial Group Insurance Agency’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-92
Closed -$2K – 1574
2022
Q2 		$2K Sell
92
-2,858
-97% -$54.6K ﹤0.01% 1800
2022
Q1 		$62K Hold
2,950
– – 0.01% 719
2021
Q4 		$63K Hold
2,950
– – 0.01% 788
2021
Q3 		$60K Buy
+2,950
New +$60.8K 0.01% 813

Other funds holding QJUN

KAS
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PWM
PRW Wealth Management Quincy, Massachusetts $262M AUM 22.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Patriot Financial Group Insurance Agency's QJUN Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of FT Vest Growth-100 Buffer ETF June (QJUN) in Q3 2022, closing a stake of 92 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in QJUN in Q3 2021 and held it in 4 quarters. The position peaked at $63K in Q4 2021. 41 funds tracked by Wall St. Rank hold QJUN as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining FT Vest Growth-100 Buffer ETF June position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 92 FT Vest Growth-100 Buffer ETF June shares in Q3 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in FT Vest Growth-100 Buffer ETF June in Q3 2021 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's FT Vest Growth-100 Buffer ETF June position peaked at $63K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.