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Summit Financial Wealth Advisors’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Summit Financial Wealth Advisors’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
2024
Q4 		– Sell
-5,767
Closed -$291K – 154
2024
Q3 		$291K Hold
5,767
– – 0.05% 121
2024
Q2 		$279K Buy
+5,767
New +$273K 0.06% 112

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Summit Financial Wealth Advisors's FJUN Position: Q4 2024 in Review

Summit Financial Wealth Advisors sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q4 2024, closing a stake of 5,767 shares — an estimated $291K sold.

Summit Financial Wealth Advisors first reported a position in FJUN in Q2 2024 and held it in 2 quarters. The position peaked at $291K in Q3 2024. 145 funds tracked by Wall St. Rank hold FJUN as of Q4 2024.

  • Summit Financial Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF June position as of Q4 2024 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 5,767 FT Vest US Equity Buffer ETF June shares in Q4 2024, an estimated $291K.
  • Summit Financial Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF June in Q2 2024 and held it in 2 quarters.
  • Summit Financial Wealth Advisors's FT Vest US Equity Buffer ETF June position peaked at $291K in Q3 2024.
  • 145 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q4 2024.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.