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Simplicity Solutions’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Simplicity Solutions’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
2020
Q4 		– Sell
-9,632
Closed -$309K – 947
2020
Q3 		$309K Buy
+9,632
New +$306K 0.01% 717

Other funds holding FJUN

LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Simplicity Solutions's FJUN Position: Q4 2020 in Review

Simplicity Solutions sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q4 2020, closing a stake of 9,632 shares — an estimated $309K sold.

Simplicity Solutions first reported a position in FJUN in Q3 2020 and held it in 1 quarter. The position peaked at $309K in Q3 2020. 22 funds tracked by Wall St. Rank hold FJUN as of Q4 2020.

  • Simplicity Solutions reported no remaining FT Vest US Equity Buffer ETF June position as of Q4 2020 after selling out during the quarter.
  • Simplicity Solutions sold 9,632 FT Vest US Equity Buffer ETF June shares in Q4 2020, an estimated $309K.
  • Simplicity Solutions first reported a position in FT Vest US Equity Buffer ETF June in Q3 2020 and held it in 1 quarter.
  • Simplicity Solutions's FT Vest US Equity Buffer ETF June position peaked at $309K in Q3 2020.
  • 22 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q4 2020.

Based on Simplicity Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.