Spire Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

Spire Wealth Management’s Portfolio XJUN Stock Details XJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,253	Closed	-$38K	–	2612
2022 Q4	$38K	Buy	+1,253	New	+$37.9K	﹤0.01%	1092
2022 Q3	–	Sell	-1,253	Closed	-$37K	–	2638
2022 Q2	$37K	Buy	+1,253	New	+$37.2K	﹤0.01%	1431

Other funds holding XJUN

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

KAS

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

Spire Wealth Management's XJUN Position: Q1 2023 in Review

Spire Wealth Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q1 2023, closing a stake of 1,253 shares — an estimated $38K sold.

Spire Wealth Management first reported a position in XJUN in Q2 2022 and held it in 2 quarters. The position peaked at $38K in Q4 2022. 41 funds tracked by Wall St. Rank hold XJUN as of Q1 2023.

Spire Wealth Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 1,253 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q1 2023, an estimated $38K.
Spire Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q2 2022 and held it in 2 quarters.
Spire Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $38K in Q4 2022.
41 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.