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PFG Private Wealth Management’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

PFG Private Wealth Management’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
2025
Q1 		– Sell
-4,674
Closed -$168K – 281
2024
Q4 		$168K Buy
+4,674
New +$168K 0.1% 59

Other funds holding GJUN

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFG Private Wealth Management's GJUN Position: Q1 2025 in Review

PFG Private Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q1 2025, closing a stake of 4,674 shares — an estimated $168K sold.

PFG Private Wealth Management first reported a position in GJUN in Q4 2024 and held it in 1 quarter. The position peaked at $168K in Q4 2024. 107 funds tracked by Wall St. Rank hold GJUN as of Q1 2025.

  • PFG Private Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q1 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 4,674 FT Vest US Equity Moderate Buffer ETF June shares in Q1 2025, an estimated $168K.
  • PFG Private Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q4 2024 and held it in 1 quarter.
  • PFG Private Wealth Management's FT Vest US Equity Moderate Buffer ETF June position peaked at $168K in Q4 2024.
  • 107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2025.

Based on PFG Private Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.