Richard W. Paul & Associates’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Richard W. Paul & Associates’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	-93	Closed	-$3.29K	–	520
2024 Q3	$3.29K	Buy	93 +4	+4%	+$138	﹤0.01%	380
2024 Q2	$3.04K	Buy	+89	New	+$2.99K	﹤0.01%	384
2023 Q4	–	Sell	-17	Closed	-$504	–	516
2023 Q3	$504	Buy	17 +13	+325%	+$393	﹤0.01%	471
2023 Q2	$120	Buy	+4	New	+$119	﹤0.01%	527

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

Richard W. Paul & Associates's GJUN Position: Q4 2024 in Review

Richard W. Paul & Associates sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q4 2024, closing a stake of 93 shares — an estimated $3.29K sold.

Richard W. Paul & Associates first reported a position in GJUN in Q2 2023 and held it in 4 quarters. The position peaked at $3.29K in Q3 2024. 112 funds tracked by Wall St. Rank hold GJUN as of Q4 2024.

Richard W. Paul & Associates reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q4 2024 after selling out during the quarter.
Richard W. Paul & Associates sold 93 FT Vest US Equity Moderate Buffer ETF June shares in Q4 2024, an estimated $3.29K.
Richard W. Paul & Associates first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2023 and held it in 4 quarters.
Richard W. Paul & Associates's FT Vest US Equity Moderate Buffer ETF June position peaked at $3.29K in Q3 2024.
112 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q4 2024.

Based on Richard W. Paul & Associates's 13F filing for Q4 2024, filed 5 Feb 2025.