PCA Investment Advisory Services’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

PCA Investment Advisory Services’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
2023 Q3	–	Sell	-4,690	Closed	-$194K	–	215
2023 Q2	$194K	Sell	4,690 -1,080	-19%	-$42.3K	0.12%	118
2023 Q1	$221K	Buy	+5,770	New	+$215K	0.16%	103

Other funds holding FJUN

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MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

PCA Investment Advisory Services's FJUN Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q3 2023, closing a stake of 4,690 shares — an estimated $194K sold.

PCA Investment Advisory Services first reported a position in FJUN in Q1 2023 and held it in 2 quarters. The position peaked at $221K in Q1 2023. 97 funds tracked by Wall St. Rank hold FJUN as of Q3 2023.

PCA Investment Advisory Services reported no remaining FT Vest US Equity Buffer ETF June position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 4,690 FT Vest US Equity Buffer ETF June shares in Q3 2023, an estimated $194K.
PCA Investment Advisory Services first reported a position in FT Vest US Equity Buffer ETF June in Q1 2023 and held it in 2 quarters.
PCA Investment Advisory Services's FT Vest US Equity Buffer ETF June position peaked at $221K in Q1 2023.
97 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.