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Secured Retirement Advisors’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History

Secured Retirement Advisors’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
-8,349
Closed -$226K – 151
2024
Q3 		$226K Buy
+8,349
New +$220K 0.16% 105
2024
Q1 		– Sell
-15,202
Closed -$366K – 118
2023
Q4 		$366K Buy
+15,202
New +$347K 0.35% 78

Other funds holding QJUN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Secured Retirement Advisors's QJUN Position: Q4 2024 in Review

Secured Retirement Advisors sold out of FT Vest Growth-100 Buffer ETF June (QJUN) in Q4 2024, closing a stake of 8,349 shares — an estimated $226K sold.

Secured Retirement Advisors first reported a position in QJUN in Q4 2023 and held it in 2 quarters. The position peaked at $366K in Q4 2023. 114 funds tracked by Wall St. Rank hold QJUN as of Q4 2024.

  • Secured Retirement Advisors reported no remaining FT Vest Growth-100 Buffer ETF June position as of Q4 2024 after selling out during the quarter.
  • Secured Retirement Advisors sold 8,349 FT Vest Growth-100 Buffer ETF June shares in Q4 2024, an estimated $226K.
  • Secured Retirement Advisors first reported a position in FT Vest Growth-100 Buffer ETF June in Q4 2023 and held it in 2 quarters.
  • Secured Retirement Advisors's FT Vest Growth-100 Buffer ETF June position peaked at $366K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q4 2024.

Based on Secured Retirement Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.