SFS
JUNM

Sowell Financial Services’s FT Vest U.S. Equity Max Buffer ETF - June JUNM Stock Holding History

Sowell Financial Services’s Portfolio JUNM Stock Details JUNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,016
Closed -$401K – 625
2024
Q3 		$401K Buy
+13,016
New +$402K 0.02% 470

Other funds holding JUNM

MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Sowell Financial Services's JUNM Position: Q4 2024 in Review

Sowell Financial Services sold out of FT Vest U.S. Equity Max Buffer ETF - June (JUNM) in Q4 2024, closing a stake of 13,016 shares — an estimated $401K sold.

Sowell Financial Services first reported a position in JUNM in Q3 2024 and held it in 1 quarter. The position peaked at $401K in Q3 2024. 52 funds tracked by Wall St. Rank hold JUNM as of Q4 2024.

  • Sowell Financial Services reported no remaining FT Vest U.S. Equity Max Buffer ETF - June position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 13,016 FT Vest U.S. Equity Max Buffer ETF - June shares in Q4 2024, an estimated $401K.
  • Sowell Financial Services first reported a position in FT Vest U.S. Equity Max Buffer ETF - June in Q3 2024 and held it in 1 quarter.
  • Sowell Financial Services's FT Vest U.S. Equity Max Buffer ETF - June position peaked at $401K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.