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

Pitti Group 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
2024 Q4	–	Sell	-103,385	Closed	-$3.29M	–	75
2024 Q3	$3.29M	Hold	103,385	–	–	3.58%	9
2024 Q2	$3.29M	Sell	103,385 -650	-0.6%	-$21.8K	3.58%	9
2024 Q1	$3.47M	Buy	104,035 +650	+0.6%	+$21.2K	3.88%	7
2023 Q4	$3.29M	Buy	+103,385	New	+$3.15M	3.58%	9

Other funds holding GJUN

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Pitti Group Wealth Management's GJUN Position: Q4 2024 in Review

Pitti Group Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q4 2024, closing a stake of 103,385 shares — an estimated $3.29M sold.

Pitti Group Wealth Management first reported a position in GJUN in Q4 2023 and held it in 4 quarters. The position peaked at $3.47M in Q1 2024. 112 funds tracked by Wall St. Rank hold GJUN as of Q4 2024.

Pitti Group Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q4 2024 after selling out during the quarter.
Pitti Group Wealth Management sold 103,385 FT Vest US Equity Moderate Buffer ETF June shares in Q4 2024, an estimated $3.29M.
Pitti Group Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q4 2023 and held it in 4 quarters.
Pitti Group Wealth Management's FT Vest US Equity Moderate Buffer ETF June position peaked at $3.47M in Q1 2024.
112 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q4 2024.

Based on Pitti Group Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.