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Plante Moran Financial Advisors’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Plante Moran Financial Advisors’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
2024
Q2 		– Sell
-58
Closed -$2.73K – 817
2024
Q1 		$2.73K Buy
+58
New +$2.64K ﹤0.01% 745

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
KWS
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Plante Moran Financial Advisors's FJUN Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q2 2024, closing a stake of 58 shares — an estimated $2.73K sold.

Plante Moran Financial Advisors first reported a position in FJUN in Q1 2024 and held it in 1 quarter. The position peaked at $2.73K in Q1 2024. 127 funds tracked by Wall St. Rank hold FJUN as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining FT Vest US Equity Buffer ETF June position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 58 FT Vest US Equity Buffer ETF June shares in Q2 2024, an estimated $2.73K.
  • Plante Moran Financial Advisors first reported a position in FT Vest US Equity Buffer ETF June in Q1 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's FT Vest US Equity Buffer ETF June position peaked at $2.73K in Q1 2024.
  • 127 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.