Spire Wealth Management’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Spire Wealth Management’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
2022 Q2	–	Sell	-4,375	Closed	-$165K	–	2721
2022 Q1	$165K	Hold	4,375	–	–	﹤0.01%	963
2021 Q4	$166K	Sell	4,375 -3,602	-45%	-$135K	﹤0.01%	1174
2021 Q3	$289K	Sell	7,977 -3,602	-31%	-$132K	0.01%	770
2021 Q2	$418K	Hold	11,579	–	–	0.01%	665
2021 Q1	$405K	Buy	+11,579	New	+$398K	0.01%	738

Other funds holding FJUN

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

TFS

TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return

Spire Wealth Management's FJUN Position: Q2 2022 in Review

Spire Wealth Management sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q2 2022, closing a stake of 4,375 shares — an estimated $165K sold.

Spire Wealth Management first reported a position in FJUN in Q1 2021 and held it in 5 quarters. The position peaked at $418K in Q2 2021. 68 funds tracked by Wall St. Rank hold FJUN as of Q2 2022.

Spire Wealth Management reported no remaining FT Vest US Equity Buffer ETF June position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 4,375 FT Vest US Equity Buffer ETF June shares in Q2 2022, an estimated $165K.
Spire Wealth Management first reported a position in FT Vest US Equity Buffer ETF June in Q1 2021 and held it in 5 quarters.
Spire Wealth Management's FT Vest US Equity Buffer ETF June position peaked at $418K in Q2 2021.
68 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.