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Spire Wealth Management’s FT Vest International Equity Buffer ETF June YJUN Stock Holding History

Spire Wealth Management’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
2024
Q1 		– Sell
-44,830
Closed -$936K – 2422
2023
Q4 		$936K Hold
44,830
– – 0.03% 376
2023
Q3 		$886K Buy
44,830
+43,689
+3,829% +$888K 0.03% 358
2023
Q2 		$23.4K Buy
+1,141
New +$23.1K ﹤0.01% 1528

Other funds holding YJUN

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 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
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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Spire Wealth Management's YJUN Position: Q1 2024 in Review

Spire Wealth Management sold out of FT Vest International Equity Buffer ETF June (YJUN) in Q1 2024, closing a stake of 44,830 shares — an estimated $936K sold.

Spire Wealth Management first reported a position in YJUN in Q2 2023 and held it in 3 quarters. The position peaked at $936K in Q4 2023. 55 funds tracked by Wall St. Rank hold YJUN as of Q1 2024.

  • Spire Wealth Management reported no remaining FT Vest International Equity Buffer ETF June position as of Q1 2024 after selling out during the quarter.
  • Spire Wealth Management sold 44,830 FT Vest International Equity Buffer ETF June shares in Q1 2024, an estimated $936K.
  • Spire Wealth Management first reported a position in FT Vest International Equity Buffer ETF June in Q2 2023 and held it in 3 quarters.
  • Spire Wealth Management's FT Vest International Equity Buffer ETF June position peaked at $936K in Q4 2023.
  • 55 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF June as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.