Pitti Group Wealth Management’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History

Pitti Group Wealth Management’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
2024 Q4	–	Sell	-149,828	Closed	-$3.61M	–	76
2024 Q3	$3.61M	Hold	149,828	–	–	3.93%	6
2024 Q2	$3.61M	Buy	+149,828	New	+$3.87M	3.93%	6
2024 Q1	–	Sell	-149,828	Closed	-$3.61M	–	62
2023 Q4	$3.61M	Sell	149,828 -21,973	-13%	-$502K	3.93%	6
2023 Q3	$3.76M	Buy	+171,801	New	+$3.84M	4.3%	6

Other funds holding QJUN

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

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

KAS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KCM

Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return

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

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

Pitti Group Wealth Management sold out of FT Vest Growth-100 Buffer ETF June (QJUN) in Q4 2024, closing a stake of 149,828 shares — an estimated $3.61M sold.

Pitti Group Wealth Management first reported a position in QJUN in Q3 2023 and held it in 4 quarters. The position peaked at $3.76M in Q3 2023. 114 funds tracked by Wall St. Rank hold QJUN as of Q4 2024.

Pitti Group Wealth Management reported no remaining FT Vest Growth-100 Buffer ETF June position as of Q4 2024 after selling out during the quarter.
Pitti Group Wealth Management sold 149,828 FT Vest Growth-100 Buffer ETF June shares in Q4 2024, an estimated $3.61M.
Pitti Group Wealth Management first reported a position in FT Vest Growth-100 Buffer ETF June in Q3 2023 and held it in 4 quarters.
Pitti Group Wealth Management's FT Vest Growth-100 Buffer ETF June position peaked at $3.76M in Q3 2023.
114 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q4 2024.

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