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

PRW 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
2022
Q4 		– Sell
-350,296
Closed -$6.15M – 91
2022
Q3 		$6.15M Buy
+350,296
New +$6.58M 2.93% 8

Other funds holding QJUN

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

PRW Wealth Management's QJUN Position: Q4 2022 in Review

PRW Wealth Management sold out of FT Vest Growth-100 Buffer ETF June (QJUN) in Q4 2022, closing a stake of 350,296 shares — an estimated $6.15M sold.

PRW Wealth Management first reported a position in QJUN in Q3 2022 and held it in 1 quarter. The position peaked at $6.15M in Q3 2022. 40 funds tracked by Wall St. Rank hold QJUN as of Q4 2022.

  • PRW Wealth Management reported no remaining FT Vest Growth-100 Buffer ETF June position as of Q4 2022 after selling out during the quarter.
  • PRW Wealth Management sold 350,296 FT Vest Growth-100 Buffer ETF June shares in Q4 2022, an estimated $6.15M.
  • PRW Wealth Management first reported a position in FT Vest Growth-100 Buffer ETF June in Q3 2022 and held it in 1 quarter.
  • PRW Wealth Management's FT Vest Growth-100 Buffer ETF June position peaked at $6.15M in Q3 2022.
  • 40 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q4 2022.

Based on PRW Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.