SS
YJUN icon

Simplicity Solutions’s FT Vest International Equity Buffer ETF June YJUN Stock Holding History

Simplicity Solutions’s Portfolio YJUN Stock Details YJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$1.58M Sell
74,301
-668
-0.9% -$13.5K 0.04% 347
2023
Q3 		$1.48M Buy
74,969
+6,405
+9% +$130K 0.05% 340
2023
Q2 		$1.4M Buy
+68,564
New +$1.39M 0.04% 382

Other funds holding YJUN

GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Simplicity Solutions's YJUN Position: Q4 2023 in Review

Simplicity Solutions reduced its FT Vest International Equity Buffer ETF June (YJUN) stake by 0.89% in Q4 2023, selling an estimated $13.5K and leaving 74,301 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #347.

Simplicity Solutions first reported a position in YJUN in Q2 2023 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold YJUN as of Q4 2023.

  • Simplicity Solutions held 74,301 shares of FT Vest International Equity Buffer ETF June worth $1.58M as of Q4 2023.
  • Simplicity Solutions sold 668 FT Vest International Equity Buffer ETF June shares in Q4 2023, an estimated $13.5K.
  • FT Vest International Equity Buffer ETF June made up 0.04% of Simplicity Solutions's portfolio in Q4 2023, its #347 holding.
  • Simplicity Solutions first reported a position in FT Vest International Equity Buffer ETF June in Q2 2023 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF June as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.